Plan Snapshot
- Plan Sponsor: Westwood Trust
- Sponsor EIN: 680533401
- Sponsor Address: 200 CRESCENT COURT SUITE 1200, DALLAS, TX, 75201
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $35.3M
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. |
|---|
| 2025 | 0 | $35.3M | $0 | $0 |
| 2024 | 0 | $34.1M | $0 | $0 |
| 2023 | 0 | $23.7M | $0 | $0 |
| 2022 | 0 | $26.6M | $0 | $0 |