Original filing (PDF)20250922110604NAL0002106675001

TEXAS MEDICAL CAREERS LIMITED DB

Name: TEXAS MEDICAL CAREERS LIMITED DB — THE COLLEGE OF HEALTHCARE PROFESSIONS 401(K) PLAN, Form 5500 (2024)
Creator: TEXAS MEDICAL CAREERS LIMITED DB

Form 5500

FILING_RECEIVED

THE COLLEGE OF HEALTHCARE PROFESSIONS 401(K) PLAN

401(k) retirement plan

Signals · 1

~117 bps in Sched C fees

Active participants

847

Accounts w/ balance

436

Plan assets (EOY)

$10.6M

Net assets (EOY)

$10.6M

How this plan invests

This plan

1 pooled trust

Schedule D

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade D

Below-average — multiple flags

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEXAS MEDICAL CAREERS LIMITED DB.

Plan sponsor

Name

TEXAS MEDICAL CAREERS LIMITED DB

EIN

01-0643462

Address

2550 NORTH LOOP W STE 300 · HOUSTON, TX · 77092

Phone

(832) 333-9029

Industry

Educational Servicessee all

Plan administrator

Name

NPPG FIDUCIARY SERVICES

EIN

30-0835405

City

SHREWSBURY, NJ

Phone

(732) 758-1577

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADP, INC.	13-3036745	—	RECORD KEEPER	$101K	—
ADP BROKER-DEALER	22-3319984	—	RECORD KEEPER	$0	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL	04-3046611	—	INVESTMENT/FINANCIAL ADVI

Investments

33 direct securities · 1 pooled fund· $10.8M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$8.1M

28 holdings

Registered Investment Companies

$1.9M

2 holdings

Bonds / Notes

$380K

1 holding

Common Collective Trusts

$171K

1 holding

Common Collective Trust

$171K

1 holding

Common Stock

$16K

1 holding

					% of plan
Blackrock Lifepath 2035 K Mutual Fund	Other securities	—	—	$2.2M	20.5%
Blackrock Lifepath 2040 Fund Mutual Fund	Other securities	—	—	$1.7M	16.0%
Blackrock Lifepath Ret Fund K Mutual Fund	Registered Investment Companies	—	—	$1.1M	9.9%
Blackrock Lifepath 2050 Fund Mutual Fund	Registered Investment Companies	—	—	$869K	8.2%
Blackrock Lifepath 2060 K Mutual Fund	Other securities	—	—	$755K	7.1%
Blackrock Lifepath 2045 Fund Mutual Fund	Other securities	—	—	$750K	7.1%
Blackrock Lifepath 2030 Fund Mutual Fund	Other securities	—	—	$637K	6.0%
FID 500 Ind Mutual Fund	Other securities	—	—	$629K	5.9%
Notes receivable from participants Bearing interest at 4.25%-9.50% -	Bonds / Notes	—	—	$380K	3.6%
Blackrock Lifepath 2055 Fund Mutual Fund	Other securities	—	—	$343K	3.2%
Vanguard Value Index Fund Adm Mutual Fund	Other securities	—	—	$300K	2.8%
FID Small Cap Index Mutual Fund	Other securities	—	—	$175K	1.6%
FID Mid Cap Index Mutual Fund	Other securities	—	—	$172K	1.6%
Capital Preservation Fund Collective Investment Trust	Common Collective Trusts	—	—	$171K	1.6%
METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001	Common Collective Trust	—	—	$171K	1.6%
Mac Science And Tech R6 Mutual Fund	Other securities	—	—	$93K	0.9%
BR Health Sciences Opps K Mutual Fund	Other securities	—	—	$68K	0.6%
Amerfunds Amer Balanced - R6 Mutual Fund	Other securities	—	—	$48K	0.5%
Vanguard Materials Index Adm Mutual Fund	Other securities	—	—	$43K	0.4%
Vanguard Lifestrategy Growth Mutual Fund	Other securities	—	—	$38K	0.4%
Vanguard Real Estate Index Ad Mutual Fund	Other securities	—	—	$38K	0.4%
Nuveen Int Eq Index R6 Mutual Fund	Other securities	—	—	$26K	0.2%
American Funds New World R6 Mutual Fund	Other securities	—	—	$22K	0.2%
American Funds Cap Wld Bond R Mutual Fund	Other securities	—	—	$21K	0.2%
Dodge & Cox Income I Mutual Fund	Other securities	—	—	$18K	0.2%
American Funds Europac Gro- R Mutual Fund	Other securities	—	—	$18K	0.2%
DFA Inflation Prot Sec Inst Mutual Fund	Other securities	—	—	$17K	0.2%
Vanguard Lifestrategy Mod Gro Mutual Fund	Other securities	—	—	$17K	0.2%
Lord Abbett Short Dur Inc R6 Mutual Fund	Common Stock	—	—	$16K	0.2%
Van Lifestrat Conserv Gr - In Mutual Fund	Other securities	—	—	$14K	0.1%
Van Ls Income - Inv Mutual Fund	Other securities	—	—	$9K	<0.1%
(1) X This form is filed for a CCT, PSA, or MTIA.	Other securities	—	—	$3K	<0.1%
performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither.	Other securities	—	$3K	$3K	<0.1%
Yes No Amount a	Other securities	—	—	$3K	<0.1%