Texas Association Of School Boards, Inc. Retirement Plan
Sponsored by Texas Association Of School Boards, Inc. · EIN 742275519 · Plan #002 · Austin, TX
- Total assets
- $119M
- Net assets
- $119M
- Active participants
- 501
- With balances
- 671
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group, Llc | Investment advisory (plan) | $32,000 |
| Armanino Llp | Accounting | $22,575 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $17,341 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$9,398 |