Retirement Plan For Employees Of Texas State Teachers Association
Sponsored by Texas State Teachers Association · EIN 741316497 · Plan #001
- Total assets
- $41.6M
- Net assets
- $41.5M
- Active participants
- 48
- With balances
- 0
Plan year beginning 09/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Federated Mdta Llc CRD 109355 | deterministic · 100% | 2024 |
| Sage Advisory Services Ltd Co CRD 106236 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rudd & Wisdom, Inc | Actuarial, Direct payment from the plan | $119,152 |
| Morgan Stanley | Investment advisory (plan), Direct payment from the plan | $77,154 |
| Frost National Bank | Trustee (institutional), Direct payment from the plan | $32,020 |
| Federated Mdta, Llc | Investment management, Investment management fees (direct) | $25,719 |
| Sage Advisory Services Llc | Investment management, Investment management fees (direct) | $18,738 |
| Atchley & Associates | Accounting, Direct payment from the plan | $16,002 |
| Cambiar | Investment management, Investment management fees (direct), Soft dollars commissions | $14,849 |