P 401(k) Plan Report

Stable plan record

WESTWOOD COMPANY, LLC RETIREMENT TRUST

Sponsored by WESTWOOD COMPANY, LLC · EIN/PN 834409078-001

Selected filing history

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

Employer money per active participant
2025
$9,580
Administrative cost per participant
2025
$730
Active participants
2025
7
Total plan assets
2025
$1,471,566
Participant loans as a share of assets
2025
0.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260707144047NAL00163424990017$9,580
Public filing identifier

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