Houston Physician Hospital Employees Savings Plan
Sponsored by Houston Physician Hospital · EIN 571145567 · Plan #001
- Total assets
- $12.6M
- Net assets
- $12.6M
- Active participants
- 324
- With balances
- 356
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| World Equity Group, Inc. CRD 29087 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| World Equity Group Inc. | Investment advisory (plan), Direct payment from the plan | $64,562 |
| Cpi Qualified Plan Consultants, Inc | Recordkeeping, Consulting (pension), Participant loan processing | $31,070 |