Department of Labor filing
Spot something wrong?WESTWOOD CHILDRENS SCHOOL, INC.
WESTWOOD CHILDREN'S SCHOOL, INC. 403(B) PLAN · For the plan year ended Dec 31, 2025
Public filing 2025 · received Jul 10, 2026Verified current terms Not available
Plan summary
What matters most
This plan has an employer contribution that still needs verification and vesting that still needs verification. Reported employer contributions are around the middle of comparable plans.
55Fair plan health
medium confidence
medium confidence
See what drives the plan health score
Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.
Up 0.0% over the filing history shown.
Participation up 0.0% · assets up 0.0%
How the score works →What still needs verification
vesting, employee fees, investment choices, eligibility, automatic enrollment, Roth availability. These items stay out of the summary until a dated source confirms them.
What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.
Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.
Filing comparison · 2025—There is not enough comparable filing data to calculate this yet.
How this filing compares
Reported employer contributions37th percentileTypical peer $877 · based on 4,592 comparable plans
Lower reported administrative expenseNot enough dataTypical peer $31 · based on 4,511 comparable plans
This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.
Peer-group method: industry size. Limitations: administrative_cost_measure_unavailable_or_zero
The short version
What employees should know
For the year ended Dec 31, 2025, WESTWOOD CHILDRENS SCHOOL, INC. reported $16,664 in employer contributions across this plan, or $505 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.
Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.
Change in employer contributions per active participant.
Change in reported administrative cost per participant. Fund expenses may be separate.
A fair peer score is not available yet.
What this public record cannot answer
For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.
Money and scale
Contributions, assets, and expenses
These are plan-wide totals. They are not individual account balances.
- Employer contributions
- $16,664 $505 per active participant
- Participant contributions
- $26,752
- Other contributions
- $0 Amounts not classified as employer or participant contributions
- Employer share of contributions
- 38.4%
- Active participants
- 33 Small plan
- Total participants
- 36 30 at the beginning of the year
- Ending assets
- $183,337 $5,093 per participant
- Net-asset change
- Up 0.0% Not the same as investment performance
- Beginning net assets
- $117,491
- Ending net assets
- $183,337
- Beginning liabilities
- Not reported
- Ending liabilities
- Not reported
- Total income
- $67,520
- Total expenses
- $1,674
- Administrative expenses
- Not reported Not reported per active participant
- Participant loans
- Not reported Not reported of plan assets
Three-year filing history
How the reported figures changed
Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.
2025
$505
2025
Not reported
2025
33
2025
$183,337
2025
Not reported
| Plan year | Employer money per active participant | Active participants | Plan assets |
|---|---|---|---|
| 2025 | $505 | 33 | 183.3K |
Changes in plan assets are not the same as investment performance.
Plan health
Operational signals worth checking
- Participant loans as a share of plan assets
- Not reported
- Independent accountant’s opinion
- Not stated in the filing
- Late participant contributions reported
- Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
- Loan defaults reported
- Not reported
- Lease defaults reported
- Not reportedOnly a small number of filings report these events.
- Nonexempt transactions reported
- Not reported
- Public plan identifier
- 222843057-001
Reported plan details
Identity and filing status
- Plan type
- Retirement plan
- Employer arrangement
- 1
- Plan effective date
- Jan 1, 2022
- Industry
- Educational services
- Amended filing
- No
- Final filing for this plan
- No
- Short plan year
- No
- 401(k) feature reported
- Yes
Show DOL characteristic codes
2A2L2F2J2G2K2T3D
Company filings
What the company has told the SEC about this plan
We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.
10-K · report period Dec 31, 2025WESTWOOD HOLDINGS GROUP INC — 10-K filed 2026-03-04 ↗
Official filing · details not yet checkedWhat it says about employer contributions
and retirement plan contributions for the periods presented (in thousands): Years ended December 31, 2025 2024 2023 Profit-sharing contributions, net $ 496 $ — $ — Retirement plan matching contributions 1,821 1,737 1,616 9. INCOME TAXES: Income Tax Provision 22 WESTWOOD HOLDINGS GROUP, INC. NOTES TO CONSOLIDATED FINANCIAL STATEMENTS — (Continued) The components of our income before income taxes and the provision (benefit) for income taxes are as follows (in thousands): Years ended December 31, 2025 2024 2023 U.S. $ 9,676 $ 4,024 $ 12,419 Canada 1 ( 5 ) ( 27 ) Total $ 9,677 $ 4,019 $ 12,392 Current taxes: U.S. Federal $ 2,103 $ 2,664 $ 1,370 State and local 705 658 466 Total current taxes 2,808 3,322 1,836 Deferred taxes: U.S. Federal ( 155 ) ( 1,359 ) 1,014 State and local ( 53 ) ( 159 ) 2
What it says about vesting
a defined contribution and profit-sharing plan that was established in July 2002 and covers substantially all employees. Discretionary employer profit-sharing contributions become fully vested after four years of service by the participant. For U.S. employees, Westwood provides a 401(k) match of up to 6 % of eligible compensation and contributions vest immediately. The following table displays our profit-sharing and retirement plan contributions for the periods presented (in thousands): Years ended December 31, 2025 2024 2023 Profit-sharing contributions, net $ 496 $ — $ — Retirement plan matching contributions 1,821 1,737 1,616 9. INCOME TAXES: Income Tax Provision 22 WESTWOOD HOLDINGS GROUP, INC. NOTES TO CONSOLIDATED FINANCIAL STATEMENTS — (Continued) The components of our income before
What it says about fees
s Professional services expenses generally consist of costs associated with sub-advisory fees, audit, legal and other professional services. General and Administrative General and administrative expenses generally consist of costs associated with the lease of office space, amortization, depreciation, insurance, custody expense, Directors' fees, investor relations, licenses and fees, office supplies and other miscellaneous expenses. (Gain) loss from change in fair value of contingent consideration (Gain) loss from change in fair value of contingent consideration consists of fair value adjustments related to contingent consideration from the Salient Acquisition, with gains representing reductions in value and losses representing increases in value. Acquisition expenses Acquisition expenses c
Current plan terms
Help fill the gap the filing leaves.
If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.
Filing evidence
Open the selected public records
We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.
Filing ACK_ID20260710055334NAL0001032577001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗