Renee Gulihur signed Westlake Management Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Westlake Management Services, Inc.'s EIN is 76-0321065.
Download the official 2024 Form 5500 (PDF) for Westlake Management Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Westlake Management Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $1.0M | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $716K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAM LANGSTON & BREZINA LLP |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VFTC INSTITUTIONAL 500 IDX TR D VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $249.4M | 12.3% | |
| TRP RETIREMENT 2035 TRUST CL B T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $167.8M | 8.3% | |
| TRP RETIREMENT 2030 TRUST CL B T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $162.3M | 8.0% | |
| TRP RETIREMENT 2040 TRUST CL B T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $134.3M | 6.6% | |
| TRP RETIREMENT 2025 TRUST CL B T. ROWE PRICE TRUST COMPANY · EIN 37-6496447 / PN 001 | Common Collective Trust | — | — | $115.4M | 5.7% | |
| TRP RETIREMENT 2045 TRUST CL B T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $112.4M | 5.6% | |
| Vanguard Mutual Fund - Institutional Total International Stock – | Mutual Funds | — | — | $112.1M | 5.5% | |
| TRP RETIREMENT 2050 TRUST CL B T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $98.1M | 4.8% | |
| VFTC INSTL TOTAL BOND MKT IDX TR D VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $94.8M | 4.7% | |
| JPMCB LARGE CAP GROWTH FUND; CF-2 C JPMORGAN CHASE BANK, N.A. · EIN 45-4173185 / PN 001 | Common Collective Trust | — | — | $84.6M | 4.2% | |
| TRP STABLE VALVE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $75.2M | 3.7% | |
| Cass N * Vanguard Mutual Fund - Wellington Fund - Admiral Shares | Mutual Funds | — | — | $71.9M | 3.6% | |
| TRP RETIREMENT 2055 TRUST CL B T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $71.8M | 3.5% | |
| Vanguard Collective Trust Fund – Extended Market Index – Trust D | Common Collective Trusts | — | — | $63.4M | 3.1% | |
| VFTC INSTNLL EXTENDED MKT IDX TR D VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $63.4M | 3.1% | |
| Institutional Shares * Vanguard Mutual Fund - Federal Money Market Fund | Mutual Funds | — | — | $56.8M | 2.8% | |
| TRP RETIREMENT 2020 TRUST CL B T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $44.6M | 2.2% | |
| TRP RETIREMENT 2060 TRUST CL B T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $38.6M | 1.9% | |
| Vanguard Mutual Fund - Small-Cap Index Fund - Institutional Shares | Common Collective Trusts | — | — | $30.6M | 1.5% | |
| Participant notes receivable Loans bearing interest at rates ranging from 3.25% to 9.75% | Bonds / Notes | — | — | $30.2M | 1.5% | |
| Putnam Mutual Fund – Large Cap Value Fund - Class R6 | Mutual Funds | — | — | $26.5M | 1.3% | |
| MassMutual Mutual Fund - Select Mid-Cap Growth Fund – Class I | Other securities | — | — | $24.2M | 1.2% | |
| Vanguard Mutual Fund - Balanced Index Fund - Institutional Shares | Common Collective Trusts | — | — | $23.4M | 1.2% | |
| TRP RETIREMENT 2065 TRUST CL B T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $11.8M | 0.6% | |
| Dodge & Cox Mutual Fund – Income Fund - Class X | Mutual Funds | — | — | $11.8M | 0.6% | |
| American Funds Mutual Fund - EuroPacific Growth Fund - Class R6 | Mutual Funds | — | — | $11.4M | 0.6% | |
| GENEVA SMALL CAP GROWTH COLLECTIVE WILMINGTON TRUST INVESTMENT MANAGEMENT · EIN 11-0000000 / PN 000 | Common Collective Trust | — | — | $9.6M | 0.5% | |
| TRP RETIREMENT 2015 TRUST CL B T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $8.8M | 0.4% | |
| Oakmark Mutual Fund - International Fund - Class Institutional | Other securities | — | — | $7.2M | 0.4% | |
| TRP RETIREMENT 2010 TRUST CL B T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $5.6M | 0.3% | |
| American Beacon Mutual Fund - Small-Cap Value Fund - Class R6 | Other securities | — | — | $4.5M | 0.2% | |
| Virtus Ceredex Mutual Fund - Mid-Cap Value Equity Fund - Class R6 | Other securities | — | — | $3.9M | 0.2% | |
| TRP RETIREMENT BALANCED TR CL B T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $2.1M | 0.1% | |
| TRP RETIREMENT 2005 TRUST CL B T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $2.0M | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 76-0448495 |
| — |
| NONE |
| $37K |
| — |
| LCG ASSOCIATES | 75-1680350 | — | NONE | $29K | — |
| GARY A NAGLER PLLC | 76-0622745 | — | NONE | $23K | — |
