Texas Medical Liability Trust Cash Balance Plan
Sponsored by Texas Medical Liability Trust · EIN 742002140 · Plan #003
- Total assets
- $6.8M
- Net assets
- $6.8M
- Active participants
- 118
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sage Advisory Services Ltd Co CRD 106236 | deterministic · 100% | 2024 |
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $31,528 |
| Sage Advisory Services Ltd Co | Investment advisory (participants), Direct payment from the plan | $14,883 |
| Mma Securities Llc | Investment management, Direct payment from the plan | $9,000 |