Meadows Mental Health Policy Institute For Texas 401(k) Plan
Sponsored by The Meadows Mental Health Policy Institute For Texas · EIN 463992618 · Plan #001
- Total assets
- $11.6M
- Net assets
- $11.6M
- Active participants
- 134
- With balances
- 173
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 |
|---|---|---|
| Shade Tree Partners Llc CRD 150865 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Shade Tree Partners Llc | Investment advisory (plan) | $41,405 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $29,904 |
| Definiti Llc | Contract administrator | $2,839 |