Original filing (PDF)20250718150605NAL0002024081001

TEXAS CHARTER SCHOOLS ASSOCIATION

Name: TEXAS CHARTER SCHOOLS ASSOCIATION — TEXAS PUBLIC CHARTER SCHOOLS ASSOCIATION 401(K) PLAN, Form 5500 (2024)
Creator: TEXAS CHARTER SCHOOLS ASSOCIATION

Form 5500-SF

FILING_RECEIVED

TEXAS PUBLIC CHARTER SCHOOLS ASSOCIATION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEXAS CHARTER SCHOOLS ASSOCIATION.

Plan sponsor

Name

TEXAS CHARTER SCHOOLS ASSOCIATION

EIN

26-2920798

Address

3005 S LAMAR BLVD · D447 · AUSTIN, TX · 78704

Phone

(512) 584-8272

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Educational Services plans

LAWRENCE BOYS AND GIRLS CLUB I

LAWRENCE BOYS AND GIRLS CLUB I 401(K) PROFIT SHARING PLAN & TRUST

$1.9M · 26 participants

DE MARILLAC ACADEMY

DE MARILLAC ACADEMY 403(B) RETIREMENT PLAN

$1.9M · 32 participants

ASPECT FOUNDATION

ASPECT FOUNDATION 403(B) PLAN

$1.9M · 8 participants

CREATIVE CHILD CARE MANAGEMENT, INC.

CREATIVE CARE 401K PLAN

$1.9M · 32 participants

CENTER FOR FAMILY RESOURCES IN

CENTER FOR FAMILY RESOURCES IN 401(K) PROFIT SHARING PLAN & TRUST