What public Form 5500 filings show about the Texas Family Wealth, LLC 401(k) plan — and how to find and check your own account.
Texas Family Wealth, LLC (EIN 80-0480510) reports TEXAS FAMILY WEALTH 401(K) PLAN on its most recent Form 5500, with $561K in plan assets across 4 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Texas Family Wealth, LLC filing — schedules, fees, and providers.
Texas Family Wealth, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Texas Family Wealth, LLCHR for the recordkeeper’s name and login.
