Texas A&M Foundation Employees' 403(b) Plan
Sponsored by Texas A&M Foundation · EIN 742245072 · Plan #002
- Total assets
- $6.3M
- Net assets
- $6.3M
- Active participants
- 179
- With balances
- 136
Plan year beginning 01/01/2024
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 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gallagherfiduciaryadvisorsllc | Investment advisory (plan) | $5,115 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $1,166 |