Texas A&M Foundation Employees' Pension Plan
Sponsored by Texas A&M Foundation · EIN 742245072 · Plan #001
- Total assets
- $46.1M
- Net assets
- $46.1M
- Active participants
- 174
- With balances
- 231
Plan year beginning 07/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc | Investment advisory (plan) | $34,809 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $10,519 |