Westwood Holdings Group, Inc. Savings Plan
Sponsored by Westwood Holdings Group, Inc. Savings Plan · EIN 752969997 · Plan #001
- Total assets
- $51.6M
- Net assets
- $51.6M
- Active participants
- 151
- With balances
- 187
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $1,221 |
| Charles Schwab Trust Bank | Trustee (directed), Investment management fees (indirect), Float revenue | $0 |