Retirement Plan For Employees Of Texas Scottish Rite Hospital For Children
Sponsored by Texas Scottish Rite Hospital For Children · EIN 750818178 · Plan #001
- Total assets
- $222M
- Net assets
- $221M
- Active participants
- 138
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Van Berkom And Associates Inc. CRD 128221 | fuzzy_auto · 98% | 2024 |
| Aberdeen Wealth Management Llc CRD 108525 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nothern Trust Company | Custodial (securities), Trustee (directed), Investment management | $164,137 |
| Security Capital Research & Mgmt | Investment management | $127,412 |
| Van Berkom & Associates | Investment management | $126,244 |
| Aberdeen Asset Management, Inc. | Investment management | $50,053 |
| Milliman | Actuarial | $22,900 |
| Lane Gorman Trubitt Llc | Accounting | $20,960 |