Plan Snapshot
- Plan Sponsor: Westlake Management Services, INC.
- Sponsor EIN: 760321065
- Sponsor Address: 2801 POST OAK BLVD, HOUSTON, TX, 77056
- Plan Type: 401(k)
- Total Participants: 10,686
- Total Assets: $2.0B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 10,686 | $2.0B | $94.0M | $78.6M |
| 2023 | 10,707 | $1.8B | $91.9M | $73.1M |
| 2022 | 10,546 | $1.5B | $77.7M | $68.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| HAM, LANGSTON & BREZINA, L.L.P. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAM, LANGSTON & BREZINA, L.L.P. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,754,907 | — | — | — | — |
| 2023 | $1,395,255 | — | — | — | — |
| 2022 | $1,498,905 | — | — | — | — |