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Original filing (PDF)20251010125334NAL0004622131001
WESTLAKE MANAGEMENT SERVICES, INC.
Form 5500
FILING_RECEIVED
WESTLAKE SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
10,686
Accounts w/ balance
13,853
Plan assets (EOY)
$2.0B
Net assets (EOY)
$2.0B
How this plan invests
This plan
20 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 9 bps in Schedule C fees — 81% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTLAKE MANAGEMENT SERVICES, INC..
Plan sponsor
Name
WESTLAKE MANAGEMENT SERVICES, INC.
EIN
76-0321065
Address
2801 POST OAK BLVD · SUITE 600 · HOUSTON, TX · 77056
Phone
(713) 585-7928
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HAM, LANGSTON & BREZINA, L.L.P.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $1.0M | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $716K | — |
| HAM LANGSTON & BREZINA LLP | 76-0448495 | — | NONE | $37K | — |
| LCG ASSOCIATES | 75-1680350 | — | NONE | $29K | — |
| GARY A NAGLER PLLC | 76-0622745 | — | NONE | $23K | — |
Investments
14 direct securities · 20 pooled funds· $2.0B(100% of reported assets)
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.
Common Collective Trust
$1.6B
20 holdings
Uncategorized
$478.0M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 – | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $30.6M | 1.5% | |
| Participant notes receivable Loans bearing interest at rates ranging from 3.25% to 9.75% | — | — | — | $30.2M | 1.5% | |
| Putnam Mutual Fund – Large Cap Value Fund - Class R6 | — | — | — | $26.5M | 1.3% | |
| MassMutual Mutual Fund - Select Mid-Cap Growth Fund – Class I | — | — | — | $24.2M | 1.2% | |
| Vanguard Mutual Fund - Balanced Index Fund - Institutional Shares | — | — | — | $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 | — | — | — | $11.8M | 0.6% | |
| American Funds Mutual Fund - EuroPacific Growth Fund - Class R6 | — | — | — | $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 | — | — | — | $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 | — | — | — | $4.5M | 0.2% | |
| Virtus Ceredex Mutual Fund - Mid-Cap Value Equity Fund - Class R6 | — | — | — | $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% |