Teague Savings And Investment Plan 401(k)
Sponsored by Walter Dorwin Teague Associates, Incorporated · EIN 132587094 · Plan #003
- Total assets
- $44.8M
- Net assets
- $44.8M
- Active participants
- 164
- With balances
- 285
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 |
|---|---|---|
| Highland Capital Advisors, Llc CRD 139780 | fuzzy_auto · 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 |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $58,698 |
| Highlands Capital Advisors Llc | Investment advisory (plan) | $42,053 |
| Empower Advisory Group, Llc | Investment management | $18,503 |