Texas Enterprises 401(k) Retirement Plan
Sponsored by Texas Enterprises, Inc. · EIN 741858874 · Plan #001
- Total assets
- $20.6M
- Net assets
- $20.6M
- Active participants
- 259
- With balances
- 305
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 |
|---|---|---|
| Austin Money Management Corporation CRD 302038 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $43,989 |
| Austin Money Management Corporation | Investment advisory (plan) | $29,010 |
| Whitley Penn Llp | Accounting | $5,937 |
| Old Republic Surety Company | Other fees | $449 |