Frozen Phs 401(a) Plan
Sponsored by Texas Health Resources · EIN 752702388 · Plan #001
- Total assets
- $18.7M
- Net assets
- $18.7M
- Active participants
- 256
- With balances
- 318
Plan year beginning 01/01/2024 · Total participant-directed account, 401(m) arrangement, 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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $20,169 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $9,581 |