Houston Ear Nose & Throat Clinic 401(k) Profit Sharing Plan
Sponsored by Houston Ear, Nose & Throat Clinic, Llp · EIN 741195579 · Plan #002
- Total assets
- $27.0M
- Net assets
- $27.0M
- Active participants
- 110
- With balances
- 172
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 |
|---|---|---|
| Sovereign Wealth Advisors Llc CRD 188524 | fuzzy_auto · 99% | 2024 |
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Soverign Wealth Advisors Llc | Investment advisory (plan) | $29,341 |
| Armanino Llp | Accounting | $28,350 |
| Flexpath Strategies Llc | Other fees | $12,098 |
| Lpl Financial | Investment advisory (plan) | $10,659 |
| Nova 401(k) Associates | Contract administrator | $7,548 |