Retail Investors Of Texas, Ltd. 401(k) Profit Sharing Plan & Trust
Sponsored by Retail Investors Of Texas, Ltd. · EIN 741471937 · Plan #003
- Total assets
- $37.0M
- Net assets
- $37.0M
- Active participants
- 1,861
- With balances
- 528
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 |
|---|---|---|
| Beaumont Asset Management, L.L.C. CRD 150407 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $66,377 |
| Beaumont Asset Management Llc | Investment advisory (plan) | $51,954 |
| Broussard & Company, Cpa's L.L.C | Accounting | $7,200 |