How big is Central Texas College District's plan?

Central Texas College District's plan reported $122.3M in assets and 577 participants for 2023.

Original filing (PDF)20250605152538NAL0009253651001

Central Texas College District

Name: Central Texas College District — Central Texas, Form 5500 (2023)
Creator: Central Texas College District
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Central Texas College Employees Pension Plan and Trust

Defined-contribution retirement plan · Central Texas College District's Central Texas College Employees Pension Plan and Trust held $122.3M in plan assets for 577 participants in 2023.

Signals · 1

No recordkeeper disclosed

Active participants

577

Accounts w/ balance

1,405

Plan assets (EOY)

$122.3M

Net assets (EOY)

$122.3M

People on this filing

Cliff Gaines signed Central Texas College District's 2023 Form 5500 as plan administrator.

Cliff Gaines — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Central Texas College District's EIN is 74-1539003.

EIN 74-1539003

Plan number 001

Plan year 2023

ACK ID 20250605152538NAL0009253651001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Central Texas College District from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Central Texas College District's plan includes money-purchase contributions, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CENTRAL TEXAS COLLEGE DISTRICT.

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How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

CENTRAL TEXAS COLLEGE DISTRICT

EIN

all filings

Address

6200 W CEN TEX EXPWY · KILLEEN, TX · 76549

Phone

(254) 526-1416

Industry

Educational Services

Plan administrator

Name

CENTRAL TEXAS COLLEGE EMPLOYEES PENSION PLAN AND TRUST COMMITTEE

EIN

62-1540641

City

KILLEEN, TX

Phone

(254) 526-1416

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-06-05

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

EIDE BAILLY LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Data / Research / Other vendors

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAMBRIDGE INVESTMENT RESEARCH, INC.	42-1445429	—	NONE	$116K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
EIDE BAILLY LLP	45-0250958	—	NONE	$16K	—

Investments

35 direct securities· $120.2M(98% of reported assets)

Other securities

$88.8M

27 holdings

Mutual Funds

$28.5M

6 holdings

Common Collective Trusts

$2.9M

2 holdings

					% of plan
T. ROWE PRICE RET 2030 ADV Mutual Fund N/A	Other securities	—	—	$21.4M	17.5%
T. ROWE PRICE RET 2040 ADV Mutual Fund N/A	Other securities	—	—	$16.8M	13.7%
TIAA-CREF Annuity Contract N/A	Mutual Funds	—	—	$15.0M	12.2%
T. ROWE PRICE RET 2020 ADV Mutual Fund N/A	Other securities	—	—	$14.8M	12.1%
T. ROWE PRICE RET 2010 ADV Mutual Fund N/A	Other securities	—	—	$6.1M	5.0%
T. ROWE PRICE RET 2035 ADV Mutual Fund N/A	Other securities	—	—	$4.0M	3.3%
CREF STOCK Mutual Fund N/A	Mutual Funds	—	—	$3.8M	3.1%
AMERICAN CENT FOCS INTR Mutual Fund N/A	Other securities	—	—	$3.7M	3.0%
AMERICAN FUNDS AMERICAN Mutual Fund N/A	Mutual Funds	—	—	$3.4M	2.8%
AF NEW PERSPECTIVE FUND R4 Mutual Fund N/A	Other securities	—	—	$3.4M	2.8%
MFS GROWTH FUND CLASS R4 Mutual Fund N/A	Mutual Funds	—	—	$3.0M	2.5%
AMERICAN FUNDS US GOVT Mutual Fund N/A	Mutual Funds	—	—	$2.8M	2.3%
T. ROWE PRICE RET 2045 ADV Mutual Fund N/A	Other securities	—	—	$2.7M	2.2%
DELAWARE IVY ADVANTUS BOND Mutual Fund N/A	Other securities	—	—	$2.4M	2.0%
T ROWE PRICE EQUITY INDEX 500 Mutual Fund N/A	Common Collective Trusts	—	—	$2.2M	1.8%
T. ROWE PRICE RET 2050 ADV Mutual Fund N/A	Other securities	—	—	$1.9M	1.6%
COLUMBIA BALANCED CLASS Z Mutual Fund N/A	Other securities	—	—	$1.8M	1.4%
T. ROWE PRICE RET 2055 ADV Mutual Fund N/A	Other securities	—	—	$1.3M	1.1%
BLACKROCK HIGH YIELD BD INSTL Mutual Fund N/A	Other securities	—	—	$1.3M	1.1%
COHEN & STEERS REALTY SHARES Mutual Fund N/A	Other securities	—	—	$1.2M	0.9%
VIRTUS CEREDX MID CAP VAL EQ Mutual Fund N/A	Other securities	—	—	$1.1M	0.9%
COLUMBIA MID CAP INDEX Mutual Fund N/A	Other securities	—	—	$958K	0.8%
BNY MELLON SML CAP STK IDX Mutual Fund N/A	Common Collective Trusts	—	—	$681K	0.6%
DWS U.S. TREASURY MONEY Mutual Fund N/A	Other securities	—	—	$669K	0.5%
PARNASSUS ENDEAVOR FUND Mutual Fund N/A	Other securities	—	—	$559K	0.5%
BLACKROCK HEALTH SCI OPP Mutual Fund N/A	Other securities	—	—	$494K	0.4%
AMERICAN BEACON SMALL CAP Mutual Fund N/A	Other securities	—	—	$484K	0.4%
AMERICAN FUNDS GR & INC Mutual Fund N/A	Mutual Funds	—	—	$451K	0.4%
ALLIANCEBERNSTEIN SM CAP Mutual Fund N/A	Other securities	—	—	$409K	0.3%
COLUMBIA GOLBAL TECH GR Mutual Fund N/A	Other securities	—	—	$362K	0.3%
T. ROWE PRICE RET 2015 ADV Mutual Fund N/A	Other securities	—	—	$343K	0.3%
BNY MELLON NATURAL RESOURCES I Mutual Fund N/A	Other securities	—	—	$256K	0.2%
JP MORGAN MID CAP GRD FD CL R6 AY Mutual Fund N/A	Other securities	—	—	$181K	0.1%
T. ROWE PRICE RET 2060 ADV Mutual Fund N/A	Other securities	—	—	$91K	<0.1%
T. ROWE PRICE RET 2065 ADV Mutual Fund N/A	Other securities	—	—	$34K	<0.1%