Houston Ballet Foundation Retirement Plan
Sponsored by Houston Ballet Foundation · EIN 741394920 · Plan #001
- Total assets
- $23.0M
- Net assets
- $23.0M
- Active participants
- 478
- With balances
- 398
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The Variable Annuity Life Insurance Company CRD 104561 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Valic Retirement Services Co. | Custodial (securities), Investment advisory (participants), Investment management | $39,156 |
| Variable Annuity Life Insurance Co. | Custodial (securities), Investment advisory (participants), Investment management | $403 |