What public Form 5500 filings show about the Westwood Holdings Group, Inc. Savings Plan 401(k) plan — and how to find and check your own account.
Westwood Holdings Group, Inc. Savings Plan (EIN 75-2969997) reports WESTWOOD HOLDINGS GROUP, INC. SAVINGS PLAN on its most recent Form 5500, with $51.6M in plan assets across 151 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Westwood Holdings Group, Inc. Savings Plan filing — schedules, fees, and providers.
Westwood Holdings Group, Inc. Savings Plan’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Westwood Holdings Group, Inc. Savings PlanHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB TRUST BANK, CHARLES SCHWAB & CO.
