Travis Association For The Blind Retirement Plan
Sponsored by Travis Association For The Blind · EIN 741143060 · Plan #001
- Total assets
- $9.6M
- Net assets
- $9.6M
- Active participants
- 413
- With balances
- 535
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $59,645 |
| Ubs Financial Services, Inc. | Investment advisory (plan) | $31,765 |
| July Business Services | Contract administrator | $14,931 |
| Nfp Retirement Inc | Investment advisory (plan) | $14,000 |
| Empower Advisory Group, Llc | Investment management | $916 |