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Original filing (PDF)20251015162137NAL0005407649001
HARRIS COUNTY EMERGENCY CORPS
Form 5500
FILING_RECEIVED
HCEC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
163
Accounts w/ balance
191
Plan assets (EOY)
$13.4M
Net assets (EOY)
$13.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HARRIS COUNTY EMERGENCY CORPS.
Plan sponsor
Name
HARRIS COUNTY EMERGENCY CORPS
EIN
27-2953899
Address
2800 ALDINE BENDER ROAD · HOUSTON, TX · 77032
Phone
(281) 449-3131
Industry
Health Care & Social Assistancesee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
CARR, RIGGS & INGRAM, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | BROKER/DEALER | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS | 02-0488491 | — | SERVICE PROVIDER | $26K | — |
| VOYA FINANCIAL ADVISORS | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
Investments
30 direct securities · 2 pooled funds· $25.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$12.9M
30 holdings
Pooled Separate Account
$12.6M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VOYA VARIABLE INVESTMENT FUNDS VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $12.1M | 90.6% | |
| Voya Retirement Insurance & Annuity Voya Index Solution 2050 P Z ** $ | — | — | — | $1.6M | 11.7% | |
| Voya Retirement Insurance & Annuity Voya Index Solution 2055 P Z | — | — | — | $1.1M | 8.1% | |
| Voya Retirement Insurance & Annuity Vangrd Tot St Mkt Indx Fd Adm | — | — | — | $948K | 7.1% | |
| Voya Retirement Insurance & Annuity Voya Index Solution 2040 P Z | — | — | — | $944K | 7.1% | |
| Voya Retirement Insurance & Annuity Vangrd Tot Int Stk In F Adm | — | — | — | $919K | 6.9% | |
| Voya Retirement Insurance & Annuity Vangrd 500 Index Fund Adm | — | — | — | $888K | 6.6% | |
| balance with maturity value equal to current value. | — | — | — | $747K | 5.6% | |
| Voya Retirement Insurance & Annuity MFS Growth Fund R6 | — | — | — | $705K | 5.3% | |
| Voya Retirement Insurance & Annuity Voya Index Solution 2060 P Z | — | — | — | $661K | 4.9% | |
| Voya Retirement Insurance & Annuity Voya Index Solution 2030 P Z | — | — | — | $514K | 3.8% | |
| VOYA FIXED ACCOUNT INVESTMENT FUNDS VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $506K | 3.8% | |
| Voya Retirement Insurance & Annuity American Funds Nw Prspctv R6 | — | — | — | $424K | 3.2% | |
| Voya Retirement Insurance & Annuity Voya Index Solution 2045 P Z | — | — | — | $411K | 3.1% | |
| Voya Retirement Insurance & Annuity Vangrd Small-Cap Index Fnd Adm | — | — | — | $368K | 2.8% | |
| Voya Retirement Insurance & Annuity American Funds Am Balanced R6 | — | — | — | $332K | 2.5% | |
| Voya Retirement Insurance & Annuity MFS Value Fund R6 | — | — | — | $316K | 2.4% | |
| Voya Retirement Insurance & Annuity Voya Intermediate Bond Fund R6 | — | — | — | $305K | 2.3% | |
| Voya Retirement Insurance & Annuity Vangrd Em Mkts Stk Ind Fd Adm | — | — | — | $256K | 1.9% | |
| Voya Retirement Insurance & Annuity Voya Index Solution Inc P Z | — | — | — | $227K | 1.7% | |
| Voya Retirement Insurance & Annuity DFA Infl-Prot Sec Port Ins | — | — | — | $219K | 1.6% | |
| Voya Retirement Insurance & Annuity Vangrd Mid-Cap Index Fund Adm | — | — | — | $174K | 1.3% | |
| Voya Retirement Insurance & Annuity DFA Global Real Est Sec Pt Ins | — | — | — | $170K | 1.3% | |
| Voya Retirement Insurance & Annuity Voya Index Solution 2035 P Z | — | — | — | $154K | 1.2% | |
| Voya Retirement Insurance & Annuity Voya Index Solution 2065 P Z | — | — | — | $131K | 1.0% | |
| Voya Retirement Insurance & Annuity Franklin Sm Cap Value Fnd R6 | — | — | — | $104K | 0.8% | |
| Voya Retirement Insurance & Annuity PIMCO CmdtyRlRtn Strat Fnd Ins | — | — | — | $100K | 0.7% | |
| Voya Retirement Insurance & Annuity MFS Mid Cap Value Fund R6 | — | — | — | $69K | 0.5% | |
| Voya Retirement Insurance & Annuity PGIM High Yield Fund R6 | — | — | — | $59K | 0.4% | |
| Voya Retirement Insurance & Annuity AB Global Bond Fund Z | — | — | — | $52K | 0.4% | |
| Voya Retirement Insurance & Annuity ClrBrg SmCp Grw Fd IS | — | — | — | $22K | 0.2% | |
| Voya Retirement Insurance & Annuity Eaton Vance Atl Cp SMIDCp F R6 | — | — | — | $3K | <0.1% |