Form 5500 Search

WESTWOOD ADVISORS

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
3
Active participants
3,162
Total plan assets
$926.4M
Filings (rows)
3
Direct comp
$35K
Indirect comp
$0

SERVICES PROVIDED

Other3

Top plans served

All 3 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
HAYNES AND BOONE, LLP
HAYNES AND BOONE RETIREMENT SAVINGS PLAN
DALLAS, TX
Other
NONE
1,097$360.5M$14K
HAYNES AND BOONE, LLP
HAYNES AND BOONE RETIREMENT SAVINGS PLAN
DALLAS, TX
Other
NONE
1,055$314.6M$11K
HAYNES AND BOONE, LLP
HAYNES AND BOONE RETIREMENT SAVINGS PLAN
DALLAS, TX
Other
NONE
1,010$251.3M$11K
WESTWOOD ADVISORS — Form 5500 Service Provider Profile | Form 5500 Search