Plan Snapshot
- Plan Sponsor: Westwood Holdings Group, INC. Savings Plan
- Sponsor EIN: 752969997
- Sponsor Address: 200 CRESCENT COURT SUITE 1200, DALLAS, TX, 752011855
- Plan Type: 401(k)
- Total Participants: 151
- Total Assets: $51.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 151 | $51.6M | $1.9M | $2.3M |
| 2023 | 146 | $48.2M | $1.6M | $2.3M |
| 2022 | 154 | $45.4M | $1.4M | $1.8M |
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 |
|---|---|---|---|---|
| THE CJ CPA GROUP, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE CJ CPA GROUP, PLLC — 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 | $16,356 | — | — | — | — |
| 2023 | $37,175 | — | $3,631 | — | — |
| 2022 | $58,339 | — | $3,228 | — | $55,111 |