Brett Larock signed Texas Medical Liability Trust's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Texas Medical Liability Trust's EIN is 74-2002140.
Download the official 2024 Form 5500 (PDF) for Texas Medical Liability Trust from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Texas Medical Liability Trust's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 36-1436000 | — | NONE | $47K | — |
| BONADIO & CO LLP |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMNT 2030 Registered Investment Company | Mutual Funds | — | — | $11.5M | 19.2% | |
| Vanguard Target Retirement 2035 a | Mutual Funds | — | — | $9.5M | 15.8% | |
| Fidelity Investments Fidelity 500 Index a | Common Collective Trusts | — | — | $4.6M | 7.7% | |
| Vanguard Target Retirement 2025 a | Mutual Funds | — | — | $4.3M | 7.2% | |
| Vanguard Target Retirement 2045 a | Mutual Funds | — | — | $4.3M | 7.2% | |
| Vanguard Target Retirement 2040 a | Mutual Funds | — | — | $3.7M | 6.2% | |
| Charles Schwab Trust Bank Personal Choice Retirement Account a | Self-Directed Brokerage | — | — | $2.8M | 4.7% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $2.7M | 4.5% | |
| LARGE CAP GROWTH FUND III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $1.6M | 2.6% | |
| Fidelity Investments Fidelity Mid Cap Index a | Mutual Funds | — | — | $1.4M | 2.4% | |
| Vanguard Target Retirement 2050 a | Mutual Funds | — | — | $1.3M | 2.2% | |
| Vanguard Wellington a | Mutual Funds | — | — | $1.1M | 1.9% | |
| Fidelity Investments Fidelity Total Intern Index a | Mutual Funds | — | — | $968K | 1.6% | |
| Vanguard Equity Income Admiral a | Mutual Funds | — | — | $958K | 1.6% | |
| Vanguard Target Retirement 2055 a | Mutual Funds | — | — | $939K | 1.6% | |
| MFS International Diversification R3 a | Mutual Funds | — | — | $841K | 1.4% | |
| Vanguard Target Retirement 2020 a | Mutual Funds | — | — | $744K | 1.2% | |
| Vanguard Explorer Admiral Shares a | Mutual Funds | — | — | $718K | 1.2% | |
| Fidelity Investments Fidelity US Bond Index a | Mutual Funds | — | — | $630K | 1.1% | |
| PGIM Funds PGIM High Yield R6 a | Other securities | — | — | $622K | 1.0% | |
| Notes receivable – participant loans Maturity Dates | Participant loans | — | — | $603K | 1.0% | |
| BLACKROCK TOTAL RETURN BD CL 6 GREAT GRAY TRUST COMPANY, LLC · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $598K | 1.0% | |
| Fidelity Investments Fidelity Small Cap Index a | Mutual Funds | — | — | $521K | 0.9% | |
| American Funds American Funds New World R6 a | Mutual Funds | — | — | $437K | 0.7% | |
| VANGUARD TARGET RETMT INCOME Registered Investment Company | Mutual Funds | — | — | $335K | 0.6% | |
| PIMCO International Bond (US Dollar-Hedged) a | Mutual Funds | — | — | $323K | 0.5% | |
| Dimensional Fund Advisors DFA Inflation-Protected Securities I a | Mutual Funds | — | — | $272K | 0.5% | |
| Vanguard Target Retirement 2060 a | Mutual Funds | — | — | $191K | 0.3% | |
| Vanguard Target Retirement 2065 a | Mutual Funds | — | — | $164K | 0.3% | |
| Dimensional Fund Advisors DFA U.S. Targeted Value Fund I a | Mutual Funds | — | — | $69K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-1436000 |
| — |
| NONE |
| $17K |
| — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $237 | — |
