San Antonio Academy Defined Contribution Retirement Plan
Sponsored by San Antonio Academy Of Texas · EIN 740878670 · Plan #001
- Total assets
- $9.4M
- Net assets
- $9.4M
- Active participants
- 93
- With balances
- 158
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 |
|---|---|---|
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| World Investment Advisors Llc | Investment advisory (plan) | $24,123 |
| Empower Advisory Group, Llc | Investment management | $15,536 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $10,618 |
| Alliance Benefit Group Of Houston | Contract administrator | $0 |