Texo Members 401(k) Plan
Sponsored by Texo Abc Agc, Inc. · EIN 320274111 · Plan #002
- Total assets
- $117M
- Net assets
- $117M
- Active participants
- 6,383
- With balances
- 2,149
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Accelerate Investment Advisors Llc CRD 325859 | deterministic · 100% | 2024 |
| Soltis Investment Advisors, Llc CRD 154690 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Financial Life Ins. Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $452,610 |
| Accelerate Retirement | Investment advisory (plan) | $191,926 |
| Soltis Investment Advisors, Llc | Investment advisory (plan) | $97,555 |
| Pinnacle Financial Services, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $75,722 |
| Erp Southwest Llc Dba Erp Retiremen | Recordkeeping, Participant loan processing, Recordkeeping fees | $71,754 |
| 3(16) Fiduciary Services Corporatio | Plan administrator | $20,121 |
| Templeton & Company Llp | Accounting | $19,500 |
| Chubb | Other fees | $6,441 |
| Fiduciary Outsourcing, Llc | Plan administrator | $2,520 |