Original filing (PDF)20250729143910NAL0001710227001

CLEMMONS WEALTH MANAGEMENT, LLC DBA TEXAS CAPITAL MANAGEMENT

Name: CLEMMONS WEALTH MANAGEMENT, LLC DBA TEXAS CAPITAL MANAGEMENT — CLEMMONS WEALTH MANAGEMENT, LLC 401(K) PLAN, Form 5500 (2024)
Creator: CLEMMONS WEALTH MANAGEMENT, LLC DBA TEXAS CAPITAL MANAGEMENT

Form 5500-SF

FILING_RECEIVED

CLEMMONS WEALTH MANAGEMENT, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$840K

Net assets (EOY)

$840K

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.
High average account balance (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLEMMONS WEALTH MANAGEMENT, LLC DBA TEXAS CAPITAL MANAGEMENT.

Plan sponsor

Name

CLEMMONS WEALTH MANAGEMENT, LLC DBA TEXAS CAPITAL MANAGEMENT

EIN

45-4442990all filings

Address

256 MABLE STREET · BAYTOWN, TX · 77520

Phone

(281) 427-8000

Industry

Finance & Insurancesee all

Plan administrator