Texas Institute For Surgery, Llp 401(k) Plan
Sponsored by Texas Institute For Surgery, Llp · EIN 770628004 · Plan #002
- Total assets
- $13.7M
- Net assets
- $13.7M
- Active participants
- 208
- With balances
- 202
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James & Associates, Inc. | Investment advisory (plan) | $14,841 |
| Empower Annuity Insurance Company | Recordkeeping fees | $12,982 |
| Retirementplans.Com, Llc | Contract administrator | $11,156 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $10,511 |
| Raymond James & Associates, Inc. | Investment advisory (plan) | $7,948 |
| Empower Advisory Group, Llc | Investment management | $1,120 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $51 |