Original filing (PDF)20250604112326NAL0011178001001

TAMEZ FINANCIAL GROUP, LLC

Name: TAMEZ FINANCIAL GROUP, LLC — TAMEZ FINANCIAL GROUP LLC RETIREMENT PLAN, Form 5500 (2024)
Creator: TAMEZ FINANCIAL GROUP, LLC

Form 5500-SF

FILING_RECEIVED

TAMEZ FINANCIAL GROUP LLC RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$83K

Net assets (EOY)

$83K

Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TAMEZ FINANCIAL GROUP, LLC.

Plan sponsor

Name

TAMEZ FINANCIAL GROUP, LLC

EIN

26-3122444

Address

1022 S. TEXAS BLVD · WESLACO, TX · 78596

Phone

(956) 496-5303

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-06-04

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 Insurance Agencies & Brokerages plans

SPECIALIZED PROGRAM SOLUTIONS LL

SPECIALIZED PROGRAM SOLUTIONS LLC 401(K) PLAN

$83K · 14 participants

TEAM SELLORS INCORPORATED

TEAM SELLORS INCORPORATED 401(K) PLAN

$83K · 3 participants

AUBREY ROGERS INSURANCE AGENCY, INC.

AUBREY ROGERS INSURANCE AGENCY, INC. 401(K) PLAN

$83K · 5 participants

KAREN TESKE AGENCY

KAREN TESKE AGENCY 401(K) PLAN

$83K · 5 participants

LGS INSURANCE, INC.

LGS INSURANCE, INC. 401(K) PROFIT SHARING PLAN AND TRUST