Tde 401(k) Plan
Sponsored by Texas Diabetes & Endocrinology Pa · EIN 742999300 · Plan #001
- Total assets
- $17.2M
- Net assets
- $17.2M
- Active participants
- 109
- With balances
- 137
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 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| World Investment Advisors | Investment advisory (plan) | $12,303 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $10,480 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $294 |