AUMdb

Westlake Savings Plan

Sponsored by Westlake Management Services, Inc. · EIN 760321065 · Plan #004

Total assets
$2.0B
Net assets
$2.0B
Active participants
10,686
With balances
13,853

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Vanguard Advisers, Inc. CRD 106715 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Vanguard Advisers Inc. Investment advisory (participants) $1,031,207
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $716,234
Ham Langston & Brezina Llp Other fees $37,085
Lcg Associates Consulting (general) $29,000
Gary A Nagler Pllc Legal $22,681