Hospice Of East Texas Safe Harbor 401(k) Plan
Sponsored by Hospice Of East Texas · EIN 751851420 · Plan #002
- Total assets
- $13.1M
- Net assets
- $13.1M
- Active participants
- 169
- With balances
- 161
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 |
|---|---|---|
| Trinity Capital Management, Llc CRD 143097 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| July Business Services | Contract administrator, Recordkeeping, Recordkeeping fees | $68,226 |
| Lasalle St Securities, Llc | Investment advisory (plan) | $34,789 |
| Trinity Capital Management | Investment advisory (plan) | $8,099 |