Westwood Advisory Services, INC 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Westwood Advisory Services, INC
  • Sponsor EIN: 752452594
  • Sponsor Address: 3198 PARKWOOD BLVD APT 11076, FRISCO, TX, 750349518
  • Plan Type: 401(k)
  • Plan Number: 502
  • Total Participants: 291
  • Total Assets: $0

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2025291$0$0$0
2024284$0$0$0
2023275$0$0$0
2022254$0$0$0

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