Asa North Texas Multiple Employer 401(k) Plan
Sponsored by American Subcontractors Association North Texas Chapter · EIN 751301699 · Plan #001
- Total assets
- $11.1M
- Net assets
- $11.1M
- Active participants
- 850
- With balances
- 182
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 |
|---|---|---|
| Geneos Wealth Management, Inc. CRD 120894 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $112,153 |
| Geneos Wealth Management Inc. | Investment advisory (plan) | $20,713 |
| Cornwell Jackson, Pllc | Accounting | $11,412 |
| Templeton & Company Llp | Other fees | $5,300 |
| Administrative Fiduciary Services | Other fees | $5,268 |