AUMdb

North Texas Village Health Partners, Pa 401(k) Plan

Sponsored by North Texas Village Health Partners, Pa · EIN 752918050 · Plan #001

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

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
Beaird Harris Wealth Management, Llc CRD 107238 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Beaird Harris Wealth Management,Inc Investment advisory (plan), Other investment fees and expenses $18,853
Raymond James Investment advisory (plan), Other investment fees and expenses $12,804