P 401(k) Plan Report

Stable plan record

WESTWOOD WEALTH MANAGEMENT LLC 401K PLAN

Sponsored by WESTWOOD WEALTH MANAGEMENT LLC · EIN/PN 823078527-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$474
Administrative cost per participant
2025
$85
Active participants
2025
7
Total plan assets
2025
$104,811
Participant loans as a share of assets
2025
13.9%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260601113430NAL00227449140017$474
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.