Houston Grand Opera, Inc. 403(b) Plan
Sponsored by Houston Grand Opera, Inc. · EIN 746016764 · Plan #001
- Total assets
- $8.1M
- Net assets
- $8.1M
- Active participants
- 894
- With balances
- 133
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Oakstreet Wealth Management, Inc. CRD 288723 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alliance Pension Consultants, Llc | Recordkeeping | $25,120 |
| Oakstreet Wealth Management | Investment advisory (plan), Named fiduciary | $10,000 |
| Charles Schwab Trust Bank | Custodial (other), Trustee (institutional), Trustee (directed) | $0 |
| Charles Schwab & Co. Inc | Custodial (securities), Securities brokerage, Securities brokerage commissions | $0 |