What public Form 5500 filings show about the Texas State Teachers Association 401(k) plan — and how to find and check your own account.
Texas State Teachers Association (EIN 74-1316497) reports TSTA EMPLOYEES 401(K) PLAN on its most recent Form 5500, with $4.4M in plan assets across 60 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 State Teachers Association filing — schedules, fees, and providers.
Texas State Teachers Association’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 State Teachers AssociationHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORGAN STANLEY, FEDERATED MDTA, SAGE ADVISORY SERVICES, FROST NATIONAL BANK, CAMBIAR, RUDD & WISDOM.
