Pgm Of Texas Retirement Plan
Sponsored by Pgm Of Texas, Llc · EIN 273380471 · Plan #001
- Total assets
- $7.0M
- Net assets
- $7.0M
- Active participants
- 182
- With balances
- 264
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Float revenue, Participant loan processing | $22,516 |
| Ubs Financial Services Inc | Investment advisory (plan) | $21,592 |
| Alliance Benefit Group Of Houston | Recordkeeping, Participant loan processing, Recordkeeping fees | $12,300 |