Texas Spine And Joint Hospital 401(k) Profit Sharing Plan
Sponsored by Texas Spine And Joint Hospital, Llc · EIN 752951355 · Plan #001
- Total assets
- $27.7M
- Net assets
- $27.7M
- Active participants
- 485
- With balances
- 474
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (plan) | $37,127 |
| Empower Annuity Insurance Company | Recordkeeping fees | $25,156 |
| Nova 401(k) Associates | Contract administrator | $18,352 |
| Administrative Fiduciary Servcies | Trustee (directed) | $7,360 |
| Empower Advisory Group, Llc | Investment management | $5,240 |