AUMdb

Greater Houston Retailers Association 401(k) Plan

Sponsored by Greater Houston Retailers Cooperative Association, Inc. · EIN 204468179 · Plan #001

Total assets
$2.8M
Net assets
$2.8M
Active participants
213
With balances
291

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Wells Fargo Clearing Services, Llc Other fees $0
Nova 401(k) Associates Other services $0

Filing history

Plan year Assets Participants Source
01/01/2024 $2.8M 213 ack 20250715101518NAL0004402722002
01/01/2021 $884K 190 ack 20250203171702NAL0011869264001
01/01/2020 $496K 176 ack 20250203172032NAL0011877664001
01/01/2019 $122K 170 ack 20250203171832NAL0007214721001