# Westwood Advisory Services, INC 401(k) Plan
Source: https://planprovider.pro/companies/westwood-advisory-services-inc-752452594-502

> Westwood Advisory Services, INC's 401(k) plan: 291 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|291|$0|$0|$0|

| 2024|284|$0|$0|$0|

| 2023|275|$0|$0|$0|

| 2022|254|$0|$0|$0|

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