How big is Texas Casa's plan?

Texas Casa's plan reported $3.5M in assets and 46 participants for 2023.

Original filing (PDF)20250107082203NAL0018864690001

Texas Casa

Name: Texas Casa — Texas Casa Tax Deferred Annuity, Form 5500 (2023)
Creator: Texas Casa
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Texas Casa Tax Deferred Annuity Retirement Plan

401(k) retirement plan · Texas Casa's Texas Casa Tax Deferred Annuity Retirement Plan held $3.5M in plan assets for 46 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Nancy Rodriguez signed Texas Casa's 2023 Form 5500 as plan administrator.

Nancy Rodriguez — 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

Texas Casa's EIN is 75-2252358.

EIN 75-2252358

Plan number 001

Plan year 2023

ACK ID 20250107082203NAL0018864690001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Texas Casa from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Texas Casa's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

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

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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.

Plan sponsor

Name

TEXAS CASA

EIN

all filings

Address

1501 W. ANDERSON LANE · SUITE B2 · AUSTIN, TX · 78757

Phone

(512) 473-2627

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-01-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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