Plan Snapshot
- Plan Sponsor: Westwood Trust
- Sponsor EIN: 752712493
- Sponsor Address: 200 CRESCENT COURT, SUITE 1200, DALLAS, TX, 75201
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $43.8M
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 | $43.8M | $0 | $0 |
| 2024 | 0 | $42.9M | $0 | $0 |
| 2023 | 0 | $41.8M | $0 | $0 |
| 2022 | 0 | $38.5M | $0 | $0 |