How big is Communities Foundation of Texas' plan?

Communities Foundation of Texas' plan reported $20.6M in assets and 128 participants for 2024.

Original filing (PDF)20251006114813NAL0001830355001

Communities Foundation of Texas

Name: Communities Foundation of Texas — Communities, Form 5500 (2024)
Creator: Communities Foundation of Texas
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Communities Foundation of Texas 401(k) Plan

401(k) retirement plan · Communities Foundation of Texas' Communities Foundation of Texas 401(k) Plan held $20.6M in plan assets for 128 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Corrective distributions issuedSelf-directed brokerage offered

Active participants

128

Accounts w/ balance

207

Plan assets (EOY)

$20.6M

Net assets (EOY)

$20.6M

People on this filing

Kristine Thomas signed Communities Foundation of Texas' 2024 Form 5500 as plan administrator.

Kristine Thomas — 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

Communities Foundation of Texas' EIN is 75-0964565.

EIN 75-0964565

Plan number 003

Plan year 2024

ACK ID 20251006114813NAL0001830355001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Communities Foundation of Texas' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment, a self-directed brokerage window.

Decision-maker contacts

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

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How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

COMMUNITIES FOUNDATION OF TEXAS

EIN

all filings

Address

5500 CARUTH HAVEN LN · DALLAS, TX · 75225

Phone

(214) 750-4244

Industry

Other Services (ex. Public Admin)

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

2025-10-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2S · Automatic enrollment

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$20K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$7K	—

Investments

28 direct securities· $20.1M(97% of reported assets)

Other securities

$13.2M

14 holdings

Common Collective Trusts

$5.6M

5 holdings

Mutual Funds

$918K

6 holdings

U.S. Treasuries

$388K

1 holding

Self-Directed Brokerage

$75K

2 holdings

					% of plan
T. Rowe Price Retirement 2040 Fund Mutual fund	Other securities	—	—	$3.6M	17.6%
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$3.1M	14.9%
T. Rowe Price Retirement 2050 Fund Mutual fund	Other securities	—	—	$2.5M	11.9%
T. Rowe Price Retirement 2030 Fund Mutual fund	Other securities	—	—	$2.2M	10.8%
Fidelity Mid Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$1.4M	6.5%
AF BOND FD AMER R6 Mutual fund	Other securities	—	—	$1.2M	5.6%
JPM LG CAP GROWTH R6 Mutual fund	Other securities	—	—	$916K	4.4%
T. Rowe Price Retirement 2060 Fund Mutual fund	Other securities	—	—	$645K	3.1%
Fidelity Small Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$608K	2.9%
AS SPL SM CAP VAL R6 Mutual fund	Other securities	—	—	$515K	2.5%
Victory Sycamore Established Value Fund Mutual fund	Other securities	—	—	$476K	2.3%
Gabelli US Treasury Money Market Fund Mutual fund	U.S. Treasuries	—	—	$388K	1.9%
Virtus Duff & Phelps Real Estate Securities Fund Mutual fund	Other securities	—	—	$387K	1.9%
Fidelity Global ex U.S. Index Fund Mutual fund	Common Collective Trusts	—	—	$326K	1.6%
Fidelity Overseas Fund Mutual fund	Mutual Funds	—	—	$284K	1.4%
BlackRock High Yield Bond Portfolio Mutual fund	Other securities	—	—	$270K	1.3%
T. Rowe Price Retirement 2020 Fund Mutual fund	Other securities	—	—	$235K	1.1%
Fidelity US Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$207K	1.0%
MFS Value Fund Mutual fund	Mutual Funds	—	—	$153K	0.7%
MFS Mid Cap Growth Fund Mutual fund	Mutual Funds	—	—	$151K	0.7%
Fidelity Small Cap Growth Fund Mutual fund	Mutual Funds	—	—	$136K	0.7%
maturing through August 2029.	Other securities	—	—	$132K	0.6%
GQG EMRG MKTS EQ R6 Mutual fund	Other securities	—	—	$122K	0.6%
PIMCO INCOME I2 Mutual fund	Mutual Funds	—	—	$117K	0.6%
Fidelity International Capital Appreciation Fund Mutual fund	Mutual Funds	—	—	$77K	0.4%
Self-directed brokerage accounts Mutual fund	Self-Directed Brokerage	—	—	$55K	0.3%
Self-directed brokerage accounts Common stock	Self-Directed Brokerage	—	—	$20K	<0.1%
T. Rowe Price Retirement Balanced Fund Mutual fund	Other securities	—	—	$6K	<0.1%