South Texas College Of Law Houston 403(b) Plan
Sponsored by South Texas College Of Law Houston · EIN 741554976 · Plan #001
- Total assets
- $22.0M
- Net assets
- $22.0M
- Active participants
- 348
- With balances
- 259
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Roland, Criss Investment Research, Llc CRD 292171 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $31,919 |
| Mcconnell & Jones Llp | Accounting, Direct payment from the plan | $23,475 |
| Roland Criss Investment Research Ll | Investment advisory (plan), Direct payment from the plan | $14,375 |
| Roland Criss Fiduciary Services | Consulting (general), Direct payment from the plan | $12,030 |
| Weaver And Tidwell | Accounting, Direct payment from the plan | $10,000 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |