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Original filing (PDF)20250923082313NAL0007047536001
TEXAS WESLEYAN UNIVERSITY
Form 5500
FILING_RECEIVED
TEXAS WESLEYAN UNIVERSITY 401(A) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
310
Accounts w/ balance
525
Plan assets (EOY)
$21.5M
Net assets (EOY)
$21.5M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEXAS WESLEYAN UNIVERSITY.
Plan sponsor
Name
TEXAS WESLEYAN UNIVERSITY
EIN
75-0800691
Address
1201 WESLEYAN ST · FORT WORTH, TX · 761051536
Phone
(817) 531-4403
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $49K | — |
Investments
29 direct securities· $21.5M(100% of reported assets)
Uncategorized
$21.3M
28 holdings
Mutual Funds
$232K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Fds 2035 Tar Ret R6 186,382 shares | — | — | $186K | $3.5M | 16.5% | |
| iShares S&P 500 Index Fund K 3,270 shares | — | — | $3K | $2.3M | 10.5% | |
| American Fds 2030 Tar Ret R6 126,444 shares | — | — | $126K | $2.2M | 10.2% | |
| American Fds 2045 Tar Ret R6 96,073 shares | — | — | $96K | $2.0M | 9.5% | |
| American Fds 2025 Tar Ret R6 105,451 shares | — | — | $105K | $1.6M | 7.5% | |
| TIAA Traditional Non Benefit Responsive 2 | — | — | — | $1.4M | 6.7% | |
| American Fds 2015 Tar Ret R6 104,539 shares | — | — | $105K | $1.3M | 6.0% | |
| American Fds 2020 Tar Ret R6 70,339 shares | — | — | $70K | $947K | 4.4% | |
| iShares MSCI EAFE Intl Idx K 48,755 shares | — | — | $49K | $744K | 3.5% | |
| American Fds 2040 Tar Ret R6 36,004 shares | — | — | $36K | $740K | 3.4% | |
| Putnam Large Cap Value Fund Y 17,657 shares | — | — | $18K | $609K | 2.8% | |
| iShares Russell Mid Cap Idx K 33,758 shares | — | — | $34K | $502K | 2.3% | |
| American Fds 2010 Tar Ret R6 42,611 shares | — | — | $43K | $495K | 2.3% | |
| Baird Aggregate Bond Inst 50,989 shares | — | — | $51K | $492K | 2.3% | |
| American Fds 2050 Tar Ret R6 22,904 shares | — | — | $23K | $479K | 2.2% | |
| MFS Growth Fund Class R3 2,295 shares | — | — | $2K | $416K | 1.9% | |
| iShares Rus 2000 Sml Cap Idx K 12,788 shares | — | — | $13K | $313K | 1.5% | |
| PGIM High Yield Z 62,505 shares | — | — | $63K | $299K | 1.4% | |
| American Fds 2055 Tar Ret R6 10,371 shares | — | — | $10K | $274K | 1.3% | |
| Lord Abbett Short Dur Inc R5 66,347 shares | — | — | $66K | $256K | 1.2% | |
| American EuroPac Growth R6 4,320 shares | Mutual Funds | — | $4K | $232K | 1.1% | |
| Participant Loans Various maturity dates through 2032; interest rates from 4.25% to 9.50% | — | — | — | $114K | 0.5% | |
| American Fds 2060 Tar Ret R6 6,333 shares | — | — | $6K | $114K | 0.5% | |
| American Funds New World R6 516 shares | — | — | — | $40K | 0.2% | |
| ClearBridge Small Cap Growth I 749 shares | — | — | — | $29K | 0.1% | |
| American Fds 2065 Tar Ret R6 946 shares | — | — | — | $17K | <0.1% | |
| Vanguard Federal Money Mkt Inv 13,149 shares | — | — | $13K | $13K | <0.1% | |
| Fixed Annuity Contract * TIAA Traditional Benefit Responsive 2 | — | — | — | $10K | <0.1% | |
| Delaware Small Cap Val Inst 84 shares | — | — | — | $6K | <0.1% |
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