Back to filter
Original filing (PDF)20250604100510NAL0019187952001
TEXAS PUBLIC POLICY FOUNDATION
Form 5500-SF
FILING_RECEIVED
TEXAS PUBLIC POLICY FOUNDATION 403(B) PLAN
403(b) retirement plan
Active participants
93
Accounts w/ balance
116
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEXAS PUBLIC POLICY FOUNDATION.
Plan sponsor
Name
TEXAS PUBLIC POLICY FOUNDATION
EIN
74-2524057
Address
901 CONGRESS AVENUE · AUSTIN, TX · 78701
Phone
(512) 472-2700
Industry
Other Services (ex. Public Admin)see 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
2025-06-04
Pension benefit codes
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
GEORGIA CHAMBER OF COMMERCE
GEORGIA CHAMBER OF COMMERCE 401(K) PLAN
$5.8M · 38 participants
COMMUNITY HEALTH CARE ASSOCIATION OF NYS
COMMUNITY HEALTH CARE ASSOCIATION OF NYS 401(K) PLAN
$5.8M · 48 participants
NATIONAL ATHLETIC TRAINERS ASS
DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF NATIONAL ATHLETIC TRAINERS ASSOCIATION
$5.8M · 33 participants
RS EDEN
RS EDEN 403(B) PLAN
$5.8M · 170 participants
MILESTONE SENIOR SERVICES, INC.
MILESTONE SENIOR SERVICES 403(B) RETIREMENT SAVINGS PLAN
$5.8M · 150 participants
OPPORTUNITY DEVELOPMENT CENTERS, INC.
OPPORTUNITY DEVELOPMENT CENTERS, INC. 401(K) RETIREMENT PLAN
$5.8M · 171 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants