Civic Intelligence

Westwood Trust

Plan context: Westwood Trust Short Duration High Yield Bond Investment Trust for Employee Benefit Plans

EIN 45-6492070 • 10 filings • 4 plans

Current Snapshot

Latest Year

2020

2020 Participants

0

2020 Assets

$40,200

2020 Contributions

$0

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$27,607,385$13,803,693$0201120162020YearValue
$40,200Latest year 2020

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.

Westwood Trust | EIN 45-6492070 | 2020 Form 5500 Company Profile