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Original filing (PDF)20250501113547NAL0003128225001
THE BROOKWOOD COMMUNITY
Form 5500
FILING_RECEIVED
THE BROOKWOOD COMMUNITY TAX DEFERRED ANNUITY PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
122
Accounts w/ balance
254
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (0 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BROOKWOOD COMMUNITY.
Plan sponsor
Name
THE BROOKWOOD COMMUNITY
EIN
74-1587672
Address
1752 FM 1489 RD · BROOKSHIRE, TX · 774238809
Phone
(281) 375-2185
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-08-01
Tax period
2024-07-31
Filed
2025-05-01
Pension benefit codes
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
BLAZEK & VETTERLING
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA - TEACHERS INSURANCE AND ASSOC | 13-1624203 | — | — | $175 | — |
Investments
1 pooled fund· $21K(0% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $21K | 0.3% |