WESTWOOD TRUST
18 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7-3 YoYRank #1852 of mapped providers
Assets under administration$59.9B0.1%Market share · rank #249
Fees received$3MMedian $342,801/planSum across Schedule C direct + indirect
Net wins YoY-40 won · 4 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical WESTWOOD TRUST plan look like?
Service mix · median fees per plan
Count of plans where WESTWOOD TRUST ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Soft dollars commissionsCode 28 | 4 | $287,197 | |
Investment management; Investment advisory (plan); Soft dollars commissions; Investment management fees paid directly by planCode 27 | 1 | $1,161,879 | |
Investment management fees paid directly by planCode 51 | 1 | $342,801 | |
Soft dollars commissions; Investment management fees paid indirectly by planCode 52 | 1 | $4,272 |
Competitor overlap
Percent of WESTWOOD TRUST's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under WESTWOOD TRUST.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under WESTWOOD TRUST; not this year.
| Sponsor | To | Assets |
|---|---|---|
OIL-DRI CORPORATION OF AMERICAIL · 362048898-001 | FIDUCIENT ADVISORS LLC | $126M |
SULLIVAN & CROMWELL LLPNY · 135420320-001 | MARQUETTE ASSOCIATES | $112M |
TOTAL SWEETENERS, INC.IL · 363005310-001 | AMERICAN REALTY ADVISORS | $92M |
WESTWOOD HOLDINGS GROUP, INC.TX · 752969997-001 | CHARLES SCHWAB & CO., INC. | $48M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MORGAN STANLEY DOMESTIC HOLDINGS, LLCNY · 208764829-003 | $22.2B | 80,789 | $1M | 4y | - |
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-001 | $16.1B | 202,919 | $517,503 | 6y | - |
BAE SYSTEMS, INC.VA · 223537950-003 | $10.6B | 58,807 | $8,544 | 7y | - |
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIESNY · 134922250-002 | $9.1B | 38,871 | $1M | 10y | - |
GREATER PENNSYLVANIA CARPENTERS' PENSION FUNDPA · 256135570-001 | $1.7B | 21,052 | $342,801 | 2y | 1 |
UNITED ASSOCIATION LOCAL 7 PENSION PLANNY · 912055384-001 | $281M | 1,498 | $56,890 | 10y | - |
NORTON COMMUNITY HOSPITALVA · 540566029-001 | $3M | 218 | $14,508 | 7y | - |
Flag exposure
85.7%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (18)
Raw Schedule C names collapsed into WESTWOOD TRUST.
- WESTWOOD EMERGING MARKET FUND
- WESTWOOD EMERGING MARKETS
- WESTWOOD EMERGING MARKETS FUND
- WESTWOOD GLOBAL INVESTEMENTS
- WESTWOOD GLOBAL INVESTMENTS
- WESTWOOD GLOBAL INVESTMENTS LLC
- WESTWOOD GLOBAL INVESTMENTS, LLC
- WESTWOOD HOLDING GROUP INC
- WESTWOOD HOLDING GROUP, INC
- WESTWOOD HOLDINGS GROUP
- WESTWOOD HOLDINGS GROUP, INC
- WESTWOOD INCOME OPPORTUNITY
- WESTWOOD MANAGEMENT
- WESTWOOD MANAGEMENT CORP
- WESTWOOD MANAGEMENT CORP.
- WESTWOOD MANAGEMENT CORPORATION
- WESTWOOD MANAGEMENT GROUP
- WESTWOOD TRUST
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for WESTWOOD TRUST's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 1 | 14.29% | 26.94% | -12.66 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with WESTWOOD TRUST. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent