Original filing (PDF)20250729120936NAL0001303075001

TEXAS RESEARCH AND TECHNOLOGY FOUNDATION

Name: TEXAS RESEARCH AND TECHNOLOGY FOUNDATION — TEXAS RESEARCH AND TECHNOLOGY FOUNDATION 403B PLAN, Form 5500 (2024)
Creator: TEXAS RESEARCH AND TECHNOLOGY FOUNDATION

Form 5500-SF

FILING_RECEIVED

TEXAS RESEARCH AND TECHNOLOGY FOUNDATION 403B PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEXAS RESEARCH AND TECHNOLOGY FOUNDATION.

Plan sponsor

Name

TEXAS RESEARCH AND TECHNOLOGY FOUNDATION

EIN

74-2311260

Address

1305 E. HOUSTON ST · SAN ANTONIO, TX · 78205

Phone

(210) 591-2456

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Pension benefit codes

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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