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

Active participants

3,162

Total plan assets

$926.4M

Filings (rows)

Direct comp

$35K

Indirect comp

SERVICES PROVIDED

Investment manager3

Prospecting the plans that use Westwood Advisors?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Haynes and Boone, LLP Haynes and Boone Retirement Savings Plan · all filings	DALLAS, TX	Investment manager	1,097	$360.5M	$14K	$0
Haynes and Boone, LLP Haynes and Boone Retirement Savings Plan · all filings	DALLAS, TX	Investment manager	1,055	$314.6M	$11K	$0
Haynes and Boone, LLP Haynes and Boone Retirement Savings Plan · all filings	DALLAS, TX	Investment manager	1,010	$251.3M	$11K	$0