Houston Pilots 401(k) Plan
Sponsored by Houston Pilots · EIN 760289736 · Plan #003
- Total assets
- $137M
- Net assets
- $137M
- Active participants
- 142
- With balances
- 188
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Avidian Wealth Enterprises, Llc CRD 127186 | deterministic · 100% | 2024 |
| Hopwood Financial Services, Inc. CRD 127927 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Avidian Wealth Solutions Llc | Investment advisory (plan), Direct payment from the plan | $133,920 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $15,738 |
| Fca Corp | Investment advisory (plan), Direct payment from the plan | $15,192 |
| Hopwood Financial Services Inc | Investment advisory (plan), Direct payment from the plan | $5,353 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $1,347 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |