Original filing (PDF)20251015161927NAL0005401249001

ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY

Name: ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY — ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY MONEY PURCHASE PLAN AND TRUST, Form 5500 (2024)
Creator: ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY

Form 5500-SF

FILING_RECEIVED

ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY MONEY PURCHASE PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.3M

Net assets (EOY)

$12.3M

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 ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY.

Plan sponsor

Name

ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY

EIN

74-0490865

Address

505 GEORGE BUSH DR. · COLLEGE STATION, TX · 77840

Phone

(979) 845-7514

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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