Original filing (PDF)20250422143844NAL0009381922001

HEART O' TEXAS FEDERAL CREDIT UNION

Name: HEART O' TEXAS FEDERAL CREDIT UNION — HEART O' TEXAS FEDERAL CREDIT UNION RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: HEART O' TEXAS FEDERAL CREDIT UNION

Form 5500-SF

FILING_RECEIVED

HEART O' TEXAS FEDERAL CREDIT UNION RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$635K

Net assets (EOY)

$635K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

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 HEART O' TEXAS FEDERAL CREDIT UNION.

Plan sponsor

Name

HEART O' TEXAS FEDERAL CREDIT UNION

EIN

74-1279922all filings

Address

PO BOX 11 · WACO, TX · 76703

Phone

(254) 751-1622

Industry

Finance & Insurancesee all

Plan administrator