· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
TEXAS CASA — TEXAS CASA TAX DEFERRED ANNUITY RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20250107082203NAL0018864690001
TEXAS CASA
Form 5500-SF
FILING_RECEIVED
TEXAS CASA TAX DEFERRED ANNUITY RETIREMENT PLAN
401(k) retirement plan
Active participants
46
Accounts w/ balance
64
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
TEXAS CASA
.
Find decision makers
Plan sponsor
Name
TEXAS CASA
EIN
75-2252358
Address
1501 W. ANDERSON LANE · SUITE B2 · AUSTIN, TX · 78757
Phone
(512) 473-2627
Industry
Professional & Technical Services
see all
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
Related plans
Similar-size Professional & Technical Services plans
BOYDEN & YOUNGBLUTT
BOYDEN & YOUNGBLUTT QBOX 401(K) PLAN
$3.5M · 15 participants
OPERATEUP, INC.
OPERATEUP, INC. 401(K) PROFIT SHARING PLAN & TRUST
$3.5M · 14 participants
ENVISION TECHNOLOGY MARKETING
ENVISION TECHNOLOGY MARKETING GROUP RETIREMENT
$3.5M · 27 participants
FIRST DEGREE, LLC
FIRST DEGREE 401(K) PLAN
$3.5M · 19 participants
THE RIPON SOCIETY
THE RIPON SOCIETY 401(K) PROFIT SHARING PLAN
$3.5M · 10 participants
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
GRAVINA, SMITH, MATTE & ARNOLD MARKETING AND PUBLIC RELATIONS, LLC
GRAVINA, SMITH, MATTE & ARNOLD MARKETING AND PUBLIC RELATIONS, LLC 401(K) PROFIT SHARING PLAN & TRUST
$3.5M · 10 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
