AUMdb

The Houstonian 401(k) Plan

Sponsored by The Houstonian Campus, Llc · EIN 260466230 · Plan #001

Total assets
$53.9M
Net assets
$53.9M
Active participants
591
With balances
672

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $62,247
Alliant Retirement Services, Llc Consulting (general), Direct payment from the plan, Other fees $33,911
Weinstein Spira & Company, P.C. Accounting, Direct payment from the plan, Other fees $18,000