How big is Southwest Texas Regional Advisor's plan?

Southwest Texas Regional Advisor's plan reported $6.3M in assets and 83 participants for 2024.

Original filing (PDF)20250630190700NAL0011558305001

Southwest Texas Regional Advisor

Name: Southwest Texas Regional Advisor — Southwest Texas, Form 5500 (2024)
Creator: Southwest Texas Regional Advisor
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southwest Texas Regional Advisory Council 401(k) Plan

401(k) retirement plan · Southwest Texas Regional Advisor's Southwest Texas Regional Advisory Council 401(k) Plan held $6.3M in plan assets for 83 participants in 2024.

Active participants

Accounts w/ balance

131

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

People on this filing

Shirley Horner signed Southwest Texas Regional Advisor's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Southwest Texas Regional Advisor's EIN is 74-2896432.

EIN 74-2896432

Plan number 001

Plan year 2024

ACK ID 20250630190700NAL0011558305001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southwest Texas Regional Advisor from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southwest Texas Regional Advisor's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHWEST TEXAS REGIONAL ADVISOR.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

SOUTHWEST TEXAS REGIONAL ADVISOR

EIN

all filings

Address

7500 US HWY 90 W STE 200 · SAN ANTONIO, TX · 78227

Phone

(210) 233-5834

Industry

Public Administration

Plan administrator