How big is Westwood U.S. Inc.'s plan?

Westwood U.S. Inc.'s plan reported $9K in assets and 3 participants for 2024.

Original filing (PDF)20251001130959NAL0031680626001

Westwood U.S. Inc.

Name: Westwood U.S. Inc. — Westwood 401(k) Plan, Form 5500 (2024)
Creator: Westwood U.S. Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Westwood 401(k) Plan

401(k) retirement plan · Westwood U.S. Inc.'s Westwood 401(k) Plan held $9K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9K

Net assets (EOY)

$9K

People on this filing

Fatima Woods signed Westwood U.S. Inc.'s 2024 Form 5500 as plan administrator.

Fatima Woods — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Westwood U.S. Inc.'s EIN is 92-3384277.

EIN 92-3384277

Plan number 001

Plan year 2024

ACK ID 20251001130959NAL0031680626001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Westwood U.S. Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Westwood U.S. Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score