Texas Medical Liability Trust 401(k) Plan
Sponsored by Texas Medical Liability Trust · EIN 742002140 · Plan #002
- Total assets
- $59.7M
- Net assets
- $59.7M
- Active participants
- 176
- With balances
- 213
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $53,174 |
| Mma Securities Llc | Investment management, Direct payment from the plan | $47,428 |
| Bonadio & Co Llp | Investment management, Direct payment from the plan | $16,992 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $237 |