AUMdb

One Voice Central Texas 403(b) Plan

Sponsored by One Voice Central Texas · EIN 742314772 · Plan #001

Total assets
$42.3M
Net assets
$42.3M
Active participants
1,575
With balances
1,624

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
World Investment Advisors, Llc CRD 208512 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Pentegra Services Inc. Contract administrator $117,384
World Investment Advisors Llc Investment advisory (plan) $80,544
Empower Advisory Roup Investment management $46,354
Empower Annuity Insurance Company O Recordkeeping fees $20,662
Austin Area Human Services Associat Other fees $7,542