The Houstonian Campus Value Sharing Plan
Sponsored by Houstonian Campus Llc · EIN 260466230 · Plan #002
- Total assets
- $11.8M
- Net assets
- $11.7M
- Active participants
- 642
- With balances
- 614
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, Total participant-directed account
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $32,386 |
| Alliant Insurance Services, Inc. | Contract administrator, Investment advisory (plan), Other services | $7,600 |