Westwood Trust
Plan context: Westwood Trust Smidcap Plus Investment Trust for Employee Benefits Plans
EIN 27-6988445 • 8 filings • 4 plans
Current Snapshot
Latest Year
2018
2018 Participants
0
2018 Assets
$15,723,411
2018 Contributions
$0
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
No historical points available.
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $15,723,411 | $0 | - |
| Westwood Trust Smidcap Plus Investment Trust for Employee Benefits Plans | - | - | $15,723,411 | - | - |
| 2017 | 1 | 0 | $17,309,841 | $0 | - |
| Westwood Trust Smidcap Plus Investment Trust for Employee Benefits Plans | - | - | $17,309,841 | - | - |
| 2016 | 1 | 0 | $18,347,796 | $0 | - |
| Westwood Trust Smidcap Plus Investment Trust for Employee Benefits Plans | - | - | $18,347,796 | - | - |
| 2015 | 1 | 0 | $23,064,561 | $0 | - |
| Westwood Trust Smidcap Plus Investment Trust for Employee Benefits Plans | - | - | $23,064,561 | - | - |
| 2014 | 1 | 0 | $26,527,626 | $0 | - |
| Westwood Trust Smidcap Plus Investment Trust for Employee Benefits Plans | - | - | $26,527,626 | - | - |
| 2013 | 1 | 0 | $25,209,192 | $0 | - |
| Westwood Trust Smidcap Plus Investment Trust for Employee Benefits Plans | - | - | $25,209,192 | - | - |
| 2012 | 1 | 0 | $17,069,372 | $0 | - |
| Westwood Trust Smidcap Plus Investment Trust for Employee Benefits Plans | - | - | $17,069,372 | - | - |
| 2011 | 1 | 0 | $9,751,468 | $0 | - |
| Westwood Trust Smidcap Plus Investment Trust for Employee Benefits Plans | - | - | $9,751,468 | - | - |