The Tax Sheltered Annuity Plan Of Texas Children's Hospital
Sponsored by Texas Children's · EIN 760461578 · Plan #002
- Total assets
- $2.1B
- Net assets
- $2.1B
- Active participants
- 15,602
- With balances
- 18,510
Plan year beginning 01/01/2024 · Default investment account (QDIA), Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Aon Investments Usa Inc. CRD 105596 | 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 | $737,937 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $335,779 |
| Aon Investments Usa Inc. | Investment advisory (plan) | $91,125 |
| Mcconnell & Jones Llp | Accounting | $22,330 |