Westwood

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

457

Total plan assets

$3.2B

Filings (rows)

Direct comp

$713K

Indirect comp

Showing only "WESTWOOD"

View all 9 variants aggregated →

WESTWOOD MANAGEMENT14 WESTWOOD GLOBAL INVESTMENTS8 WESTWOOD TRUST5 WESTWOOD5 WESTWOOD GLOBAL INV3 WESTWOOD ADVISORS3 WESTWOOD HOLDINGS GROUP3

SERVICES PROVIDED

Advisor / Consultant3

Other service providers2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Daimler Truck N.A. Master Retirement Trust Daimler Truck N.A. LLC Master Retirement Trust · all filings	PORTLAND, OR	Other service providers	—	$1.6B	$241K	$0
Daimler Truck North America LLC Daimler Truck N.A. LLC Master Retirement Trust · all filings	PORTLAND, OR	Other service providers	—	$1.6B	$241K	$0
Kelley BEAN Co. Inc. Kelley BEAN Co. Inc., Employee Stock Ownership Plan · all filings	SCOTTSBLUFF, NE	Advisor / Consultant	159	$33.1M	$80K	$0
Kelley BEAN Co. Inc. Kelley BEAN Co. Inc., Employee Stock Ownership Plan · all filings	SCOTTSBLUFF, NE	Advisor / Consultant	150	$30.4M	$81K	$0
Kelley BEAN Co. Inc. Kelley BEAN Co. Inc., Employee Stock Ownership Plan · all filings	SCOTTSBLUFF, NE	Advisor / Consultant	148	$27.4M	$70K	$0