Karen Rucker signed Disability Rights Texas' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Disability Rights Texas' EIN is 74-1916289.
Download the official 2024 Form 5500 (PDF) for Disability Rights Texas from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Disability Rights Texas' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS COM | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $33K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $20.7M | 96.7% | |
| BLACKROCK EQUITY INDEX FUND R GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $2.5M | 11.8% | |
| BLACKROCK EAFE EQUITY INDEX FEE CI GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $774K | 3.6% | |
| BLACKROCK U.S. DEBT INDEX FD R GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $688K | 3.2% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $295K | 1.4% |
| CWM LLC |
| — |
| OMAHA, NE |
| INVESTMENT ADVISOR |
| $39K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ALLOCATION COMPANY | — | HOUSTON, TX | CONTRACT ADMIN | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KAYLA J. WALLACE, CPA | 47-3744326 | GEORGETOWN, TX | INDEPENDENT AUDITOR | $8K | — |
