AUMdb

Texas Trust Credit Union Employees' 401(k) Plan

Sponsored by Texas Trust Credit Union · EIN 750763606 · Plan #003

Total assets
$18.5M
Net assets
$18.5M
Active participants
311
With balances
395

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
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $83,683
Gallagher Fiduciary Advisors, Llc Investment advisory (plan), Consulting fees $32,701