Plan Snapshot
- Plan Sponsor: Westdale Asset Management, Ltd (EIN 752680425)
- Plan Type: 401(k)
- Total Participants: 795
- Total Assets: $28.8M
- Sponsor State: TX
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 795 | $28.8M | $423,074 | $2.0M |
| 2023 | 607 | $25.8M | $394,369 | $1.9M |
| 2022 | 545 | $22.1M | $331,976 | $1.8M |
Service Providers
- BAKER TILLY US, LLP — Accountant / Independent Qualified Public Accountant