Civic Intelligence

Westwood Trust

Plan context: Westwood Trust Smallcap Growth Investment Trust for Employee Benefit Plans

EIN 75-6501135 • 10 filings • 4 plans

Current Snapshot

Latest Year

2009

2009 Participants

0

2009 Assets

$7,600,512

2009 Contributions

$0

Historical Graphs

Total Assets Over Time

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

$42,675,499$21,337,750$0200020052009YearValue
$7,600,512Latest year 2009

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 75-6501135 | 2009 Form 5500 Company Profile