South Texas College Of Law Houston Defined Contribution Retirement Plan And Trust
Sponsored by South Texas College Of Law Houston · EIN 741554976 · Plan #003
- Total assets
- $50.3M
- Net assets
- $50.3M
- Active participants
- 165
- With balances
- 296
Plan year beginning 01/01/2024 · Money purchase, 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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Roland, Criss Investment Research, Llc CRD 292171 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $60,695 |
| Roland Criss Investment Research | Investment advisory (plan), Direct payment from the plan | $43,125 |
| Roland Criss Fiduciary Services | Consulting (general), Direct payment from the plan | $26,880 |
| Mcconnel & Jones,Llp | Accounting, Direct payment from the plan | $17,975 |
| Weaver And Tidwell | Accounting, Direct payment from the plan | $7,000 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |