WESTWOOD TRUST SMALLCAP GROWTH INVESTMENT TRUST FOR EMPLOYEE BENEFIT PLANS 401k Plan overview

WESTWOOD TRUST SMALLCAP GROWTH INVESTMENT TRUST FOR EMPLOYEE BENEFIT PLANS Benefits

401k Sponsoring company profile

Company Name:	WESTWOOD TRUST
Employer identification number (EIN):	756501135
NAIC Classification:	525920
NAIC Description:	Trusts, Estates, and Agency Accounts

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2009-01-01	JOLANDA HALEY

Potentially related plans

• WESTWOOD TRUST REIT INVESTMENT TRUST FOR EMPLOYEE BENEFIT PLANS [EIN = 756501142]
• WESTWOOD TRUST MLP OPPORTUNITIES FUND FOR EMPLOYEE BENEFIT PLANS [EIN = 467186997]
• WESTWOOD TRUST MASTER LIMITED PARTNERSHIPS INVESTMENT TRUST FOR EMPLOYEE BENEFIT PLANS [EIN = 466478194]
• WESTWOOD TRUST INCOME OPPORTUNITY INVESTMENT TRUST FOR EMPLOYEE BENEFIT PLANS [EIN = 680533401]
• WESTWOOD TRUST SHORT DURATION HIGH YIELD BOND INVESTMENT TRUST FOR EMPLOYEE BENEFIT PLANS [EIN = 456492070]
• WESTWOOD TRUST SMIDCAP EQUITY INVESTMENT TRUST FOR EMPLOYEE BENEFIT PLANS [EIN = 752712493]
• WESTWOOD TRUST INTERNATIONAL FIXED INCOME INVESTMENT TRUST FOR EMPLOYEE BENEFIT PLANS [EIN = 276364321]
• WESTWOOD TRUST STRATEGIC GLOBAL CONVERTIBLES FUND - EMPLOYEE BENEFIT [EIN = 476450960]
• WESTWOOD TRUST GLOBAL EQUITY FUND FOR EMPLOYEE BENEFIT PLANS [EIN = 756520966]
• WESTWOOD TRUST SMALLCAP VALUE INVESTMENT TRUST FOR EMPLOYEE BENEFIT PLANS [EIN = 206089724]
• WESTWOOD TRUST ALLCAP VALUE INVESTMENT TRUST FOR EMPLOYEE BENEFIT PLAN [EIN = 206894958]
• WESTWOOD TRUST INCOME OPPORTUNITY INVESTMENT TRUST FOR EMPLOYEE BENEFIT PLANS [EIN = 650533401]
• WESTWOOD TRUST EMERGING MARKETS FUND FOR EMPLOYEE BENEFIT PLANS [EIN = 266272603]
• WESTWOOD TRUST ALLCAP GROWTH INVESTMENT TRUST FOR EMPLOYEE BENEFIT PLANS [EIN = 752850853]
• WESTWOOD TRUST LARGECAP INVESTMENT TRUST FOR EMPLOYEE BENEFIT PLANS [EIN = 752404093]
• WESTWOOD TRUST SMIDCAP PLUS INVESTMENT TRUST FOR EMPLOYEE BENEFITS PLANS [EIN = 276988445]
• WESTWOOD TRUST CORE INVESTMENT GRADE BOND INVESTMENT TRUST FOR EMPLOYEE BENEFIT PLANS [EIN = 752404091]
• WESTWOOD TRUST HIGH YIELD BOND INVESTMENT TRUST FOR EMPLOYEE BENEFIT PLANS [EIN = 756501137]
• WESTWOOD TRUST INTERNATIONAL EQUITY EMPLOYEE BENEFIT TRUST FUND [EIN = 456762023]
• WESTWOOD TRUST INVESTMENT TRUST FOR PERSONAL TRUST - STRATEGIC GLOBAL CONVERTIBLE SECURITIES [EIN = 476453622]
• WESTWOOD TRUST MIDCAP VALUE INVESTMENT TRUST FOR EMPLOYEE BENEFIT PLANS [EIN = 376420485]
• WESTWOOD TRUST SMALLCAP GROWTH INVESTMENT TRUST FOR EMPLOYEE BENEFIT PLANS [EIN = 766501135]
• WESTWOOD TRUST FLEXIBLE INCOME EMPLOYEE BENEFIT TRUST [EIN = 836333863]

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