Julio Flores signed Texas State Aquarium's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Texas State Aquarium's EIN is 23-7044950.
Download the official 2024 Form 5500 (PDF) for Texas State Aquarium from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Texas State Aquarium's plan includes ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 04-1590850 | — | CONTRACT ADMINISTRATOR | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE BENEFIT GROUP OF HOUSTON | 76-0500416 | — | CONTRACT ADMIN | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 18 Empower Trust Company, LLC Fidelity Freedom Index 2050 Premier | Mutual Funds | — | — | $969K | 20.0% | |
| 16 Empower Trust Company, LLC Fidelity Freedom Index 2040 Premier | Mutual Funds | — | — | $762K | 15.7% | |
| 6 Empower Trust Company, LLC Ishares S&P 500 Index K | Common Collective Trusts | — | — | $465K | 9.6% | |
| 17 Empower Trust Company, LLC Fidelity Freedom Index 2045 Premier | Mutual Funds | — | — | $451K | 9.3% | |
| 22 Empower Trust Company, LLC AB Large Cap Growth | Common Stocks | — | — | $340K | 7.0% | |
| 15 Empower Trust Company, LLC Fidelity Freedom Index 2035 Premier | Mutual Funds | — | — | $201K | 4.1% | |
| 2 Empower Trust Company, LLC American Funds Europacific GR R5 | Mutual Funds | — | — | $199K | 4.1% | |
| 12 Empower Trust Company, LLC Fidelity Freedom Index 2020 Premier | Mutual Funds | — | — | $179K | 3.7% | |
| 10 Empower Trust Company, LLC Vanguard Mid Cap Index Fund - Admiral | Common Collective Trusts | — | — | $168K | 3.5% | |
| 19 Empower Trust Company, LLC Fidelity Freedom Index 2055 Premier | Mutual Funds | — | — | $164K | 3.4% | |
| 20 Empower Trust Company, LLC Fidelity Freedom Index 2060 Premier | Mutual Funds | — | — | $158K | 3.2% | |
| 11 Empower Trust Company, LLC Vanguard Small Cap Index Adm | Mutual Funds | — | — | $150K | 3.1% | |
| 9 Empower Trust Company, LLC PIMCO Income Instl | Mutual Funds | — | — | $145K | 3.0% | |
| 14 Empower Trust Company, LLC Fidelity Freedom Index 2030 Premier | Mutual Funds | — | — | $100K | 2.1% | |
| 3 Empower Trust Company, LLC American Funds New Perspective R6 | Mutual Funds | — | — | $78K | 1.6% | |
| 8 Empower Trust Company, LLC MFS Value R6 | Mutual Funds | — | — | $72K | 1.5% | |
| 21 Empower Trust Company, LLC Fidelity Freedom Index 2065 Premier | Mutual Funds | — | — | $64K | 1.3% | |
| POOLED SEPERATE ACCOUNT AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $56K | 1.1% | |
| 24 Empower Trust Company, LLC PGIM Total Return Bond R6 | Common Stocks | — | — | $50K | 1.0% | |
| 26 * Equitable Financial Life Insurance Company Guaranteed Interest Account | Common Stocks | — | — | $27K | 0.6% | |
| 5 Empower Trust Company, LLC Invesco Developing Markets Y | Mutual Funds | — | — | $23K | 0.5% | |
| 13 Empower Trust Company, LLC Fidelity Freedom Index 2025 Premier | Mutual Funds | — | — | $16K | 0.3% | |
| 4 Empower Trust Company, LLC Carillon Eagle Mid Cap Growth R6 | Common Stocks | — | — | $7K | 0.1% | |
| 25 * Empower Trust Company, LLC General Account | Common Stocks | — | — | $5K | 0.1% | |
| 23 Empower Trust Company, LLC Fidelity Freedom Index Income Premier | Mutual Funds | — | — | $5K | <0.1% | |
| 7 Empower Trust Company, LLC MFS Mid Cap Value R4 | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
