Westlake Defined Benefit Plan
Sponsored by Westlake Management Services, Inc. · EIN 760321065 · Plan #001
- Total assets
- $417M
- Net assets
- $417M
- Active participants
- 912
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Western Asset Management Company, Llc CRD 110441 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us Llc | Actuarial, Direct payment from the plan, Consulting fees | $481,638 |
| The Northern Trust Company | Trustee (institutional), Direct payment from the plan, Investment management fees (direct) | $261,247 |
| Blackrock | Trustee (institutional), Trustee (discretionary), Investment management | $243,535 |
| Lcg Associates, Inc. | Consulting (pension), Direct payment from the plan, Consulting fees | $108,750 |
| Western Asset Management Company | Investment management, Direct payment from the plan, Investment management fees (direct) | $78,431 |
| Ham Langston & Brezina Llp | Accounting, Direct payment from the plan | $39,005 |
| Gary A. Nagler And Associates | Legal, Direct payment from the plan | $19,154 |