Medical Clinic Of Houston, L.L.P. Salary Deferral Profit Sharing Plan And Trust
Sponsored by Medical Clinic Of Houston, Llp · EIN 741181532 · Plan #009
- Total assets
- $64.6M
- Net assets
- $64.6M
- Active participants
- 222
- With balances
- 309
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 |
|---|---|---|
| Goodman Financial Corporation CRD 114637 | deterministic · 100% | 2024 |
| Continuum Financial, Llc CRD 151881 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Goodman Financial Corporation | Investment advisory (participants), Direct payment from the plan | $23,955 |
| Continuum Financial Llc | Investment advisory (participants), Direct payment from the plan | $12,518 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $302 |