Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan
Sponsored by Southwest Texas Equipment Distributors, Inc. · EIN 742584530 · Plan #001 · San Antonio, TX
- Total assets
- $19.6M
- Net assets
- $19.6M
- Active participants
- 249
- With balances
- 181
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 |
|---|---|---|
| 1900 Wealth Management Llc CRD 175346 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $26,560 |
| Marcado Asset Management Llc | Investment advisory (plan) | $22,891 |
| 1900 Wealth Management Llc | Investment advisory (plan) | $15,088 |