Original filing (PDF)20231117100649NAL0017269826001

Texas Casa

Name: Texas Casa — Texas Casa 403(b) TDA Plan, Form 5500 (2022)
Creator: Texas Casa
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Texas Casa 403(b) TDA Plan

403(b) retirement plan · Texas Casa's Texas Casa 403(b) TDA Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Nancy Rodriguez signed Texas Casa's 2022 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 002

Plan year 2022

ACK ID 20231117100649NAL0017269826001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Texas Casa from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Texas Casa's plan includes profit-sharing, a 403(b) annuity.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

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

002

Plan year

2022

Plan year begin

2022-09-01

Tax period

2023-08-31

Filed

2023-11-17

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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