Original filing (PDF)20260320110812NAL0006131088001

LOCKHART HOUSING AUTHORITY

Name: LOCKHART HOUSING AUTHORITY — LOCKHART HOUSING AUTHORITY EMPLOYEE RETIREMENT PLAN, Form 5500 (2024)
Creator: LOCKHART HOUSING AUTHORITY

Form 5500-SF

FILING_RECEIVED

LOCKHART HOUSING AUTHORITY EMPLOYEE RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$261K

Net assets (EOY)

$261K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOCKHART HOUSING AUTHORITY.

Plan sponsor

Name

LOCKHART HOUSING AUTHORITY

EIN

74-1445216

Address

P.O. BOX 446 · LOCKHART, TX · 78644

Phone

(512) 398-2715

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2026-03-20

Pension benefit codes

2C · Money purchase (other than target benefit)

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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