Plan Snapshot
- Plan Sponsor: Westlake Management Services, INC.
- Sponsor EIN: 760321065
- Sponsor Address: 2801 POST OAK BLVD., HOUSTON, TX, 770566136
- Plan Type: DB
- Total Participants: 912
- Total Assets: $417.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 912 | $417.3M | $0 | $0 |
| 2023 | 981 | $426.6M | $0 | $0 |
| 2022 | 1,076 | $415.5M | $0 | $0 |
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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | NONE | $481,638 | — | $481,638 |
| THE NORTHERN TRUST COMPANY | NONE | $261,247 | — | $261,247 |
| BLACKROCK | INVESTMENT MANAGER | $243,535 | — | $243,535 |
| LCG ASSOCIATES, INC. | INVESTMENT CONSULTANT | $108,750 | — | $108,750 |
| WESTERN ASSET MANAGEMENT COMPANY | NONE | $78,431 | — | $78,431 |
| HAM LANGSTON & BREZINA LLP | NONE | $39,005 | — | $39,005 |
| GARY A. NAGLER AND ASSOCIATES | NONE | $19,154 | — | $19,154 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — NONE
- HAM LANGSTON & BREZINA LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,231,760
- Estimated Expense Ratio: 0.295% of plan assets
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 | $3,807,629 | $321,966 | — | $39,005 | — |
| 2023 | $3,326,626 | $60,861 | $464,949 | — | — |
| 2022 | $3,412,148 | $301,859 | $93,263 | — | $709,051 |