# Westwood Holdings Group, INC. Savings Plan 401(k) Plan
Source: https://planprovider.pro/companies/westwood-holdings-group-inc-401k-plan

> Westwood Holdings Group, INC. Savings Plan's 401(k) plan: 151 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| CHARLES SCHWAB TRUST BANK|NONE|—|$6,259|$6,259|

| THE CJ CPA GROUP, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [THE CJ CPA GROUP, PLLC](https://planprovider.pro/provider/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:** $6,259

- **Estimated Expense Ratio:** 0.012% 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|$16,356|—|—|—|—|

| 2023|$37,175|—|$3,631|—|—|

| 2022|$58,339|—|$3,228|—|$55,111|

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- [Kestra Financial, INC.](https://planprovider.pro/companies/kestra-financial-inc-401k-plan) — 899 participants

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