Original filing (PDF)20251205154011NAL0002214515001

SOUTH TEXAS COLLEGE OF LAW HOUSTON

Name: SOUTH TEXAS COLLEGE OF LAW HOUSTON — SOUTH TEXAS COLLEGE OF LAW HOUSTON DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST, Form 5500 (2024)
Creator: SOUTH TEXAS COLLEGE OF LAW HOUSTON

Form 5500

FILING_RECEIVED

SOUTH TEXAS COLLEGE OF LAW HOUSTON DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST

Defined-contribution retirement plan

Signals · 2

Late filing · 0.6 mo6 service providers

Active participants

165

Accounts w/ balance

296

Plan assets (EOY)

$50.3M

Net assets (EOY)

$50.3M

How this plan invests

This plan

1 pooled trust

Schedule D

57 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 0.6 months past the 10.5-month grace window.
Total administrative cost in the bottom quartile of peers (24th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

SOUTH TEXAS COLLEGE OF LAW HOUSTON

EIN

74-1554976

Address

1303 SAN JACINTO ST · HOUSTON, TX · 77002

Phone

(713) 646-1814

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-12-05

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

WEAVER AND TIDWELL LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORD KEEPER	$61K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ROLAND CRISS INVESTMENT RESEARCH	46-1595115	—	ADVISORY	$43K

Investments

57 direct securities · 1 pooled fund· $50.3M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$48.5M

52 holdings

Common Stock

$1.2M

2 holdings

Cash / Money Market

$319K

3 holdings

Pooled Separate Account

$213K

1 holding

					% of plan
TIAA Traditional Non Benefit Responsive Annuity account -	Other securities	—	—	$6.6M	13.2%
Vanguard 500 Index Adm Mutual fund -	Other securities	—	—	$5.0M	10.0%
Vanguard Target Retrmnt 2025 Mutual fund -	Other securities	—	—	$4.0M	8.0%
Vanguard Target Retrmnt 2030 Mutual fund -	Other securities	—	—	$2.8M	5.6%
Vanguard Target Retrmnt 2035 Mutual fund -	Other securities	—	—	$2.1M	4.3%
American Beacon Lg Cap Val R5 Mutual fund -	Other securities	—	—	$2.1M	4.2%
American Fds Gr Fd of America R6 Mutual fund -	Other securities	—	—	$1.9M	3.9%
Metropolitan West Total Rturn Bd I Mutual fund -	Other securities	—	—	$1.9M	3.8%
Vanguard Mid Cap Val Index Adm Mutual fund -	Other securities	—	—	$1.8M	3.5%
Vanguard Target Retrmnt 2040 Mutual fund -	Other securities	—	—	$1.7M	3.5%
CREF Growth R1 Variable annuity account -	Other securities	—	—	$1.6M	3.1%
CREF Global Equities R1 Variable annuity account -	Other securities	—	—	$1.2M	2.4%
Vanguard Target Retrmnt 2050 Mutual fund -	Other securities	—	—	$1.2M	2.3%
CREF Stock R1 Variable annuity account -	Other securities	—	—	$1.1M	2.2%
Vanguard Target Retrmnt 2020 Mutual fund -	Other securities	—	—	$1.0M	2.0%
Prudential Guaranteed Inc Fund Guaranteed income fund -	Common Stock	—	—	$981K	2.0%
Fidelity Small Cap Val Mutual fund -	Other securities	—	—	$940K	1.9%
CREF Equity Index R1 Variable annuity account -	Other securities	—	—	$785K	1.6%
BlackRock High Yield Bd Instl Mutual fund -	Other securities	—	—	$735K	1.5%
Vanguard Mid Cap Index Adm Mutual fund -	Other securities	—	—	$649K	1.3%
Vanguard Total Bd Mkt Index Adm Mutual fund -	Other securities	—	—	$636K	1.3%
Fidelity Small Cap Gr K6 Mutual fund -	Other securities	—	—	$617K	1.2%
American Funds American Balanced R6 Mutual fund -	Other securities	—	—	$586K	1.2%
DFA Intl Sustainability Core 1 Mutual fund -	Other securities	—	—	$584K	1.2%
Vanguard Target Retrmnt 2045 Mutual fund -	Other securities	—	—	$546K	1.1%
Nuveen Lifecycle 2040 Retire Mutual fund -	Other securities	—	—	$527K	1.0%
Vanguard Ttl Wld Stock Idx Admiral Mutual fund -	Other securities	—	—	$513K	1.0%
DFA Infl-Prtctd Sec I Mutual fund -	Other securities	—	—	$431K	0.9%
T. Rowe Price Short Term Bd Mutual fund -	Other securities	—	—	$387K	0.8%
Vanguard Small Cap Index Adm Mutual fund -	Other securities	—	—	$382K	0.8%
Cohen & Steers Realty Shares L Mutual fund -	Other securities	—	—	$332K	0.7%
Nuveen Large Cap Value Retire Mutual fund -	Other securities	—	—	$323K	0.6%
Vanguard Target Retrmnt 2055 Mutual fund -	Other securities	—	—	$307K	0.6%
CREF Core Bond R1 Variable annuity account -	Other securities	—	—	$304K	0.6%
CREF Inflation-Linked Bond R1 Variable annuity account -	Other securities	—	—	$296K	0.6%
JPMorgan Mid Cap Gr R6 Mutual fund -	Other securities	—	—	$272K	0.5%
Nuveen Large Cap Resp Eq Rtmt Mutual fund -	Other securities	—	—	$239K	0.5%
American Funds New World R6 Mutual fund -	Other securities	—	—	$236K	0.5%
Nuveen S&P 500 Index Retire Mutual fund -	Other securities	—	—	$232K	0.5%
Nuveen Internatl Equity Retire Mutual fund -	Other securities	—	—	$214K	0.4%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$213K	0.4%
Nuveen Quant Sm Cp Eq Retire Mutual fund -	Other securities	—	—	$213K	0.4%
Vanguard Target Retrmnt Inc Mutual fund -	Common Stock	—	—	$211K	0.4%
CREF Money Market R1 Variable annuity account -	Cash / Money Market	—	—	$206K	0.4%
Nuveen Lifecycle 2030 Retire Mutual fund - 50 * Nuveen Lifecycle 2035 Retire Mutual fund -	Other securities	—	—	$189K	0.4%
Nuveen Mid Cap Value Retire Mutual fund -	Other securities	—	—	$180K	0.4%
Nuveen Core Equity Retirement Mutual fund -	Other securities	—	—	$157K	0.3%
Vanguard Target Retrmnt 2060 Mutual fund -	Other securities	—	—	$149K	0.3%
Nuveen Lifecycle 2025 Retire Mutual fund -	Other securities	—	—	$110K	0.2%
Vanguard Cash Reserves Federal Money Market Adm Money market -	Cash / Money Market	—	—	$92K	0.2%