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Original filing (PDF)20250801113453NAL0003747523001
FORT WORTH TRANSPORTATION AUTHORITY RETIREMENT PLAN
Form 5500
FILING_RECEIVED
FORT WORTH TRANSPORTATION AUTHORITY RETIREMENT PLAN
401(k) retirement plan
Signals · 1
Late filing · 8.5 mo
Active participants
492
Accounts w/ balance
880
Plan assets (EOY)
$28.8M
Net assets (EOY)
$28.8M
How this plan invests
This plan
3 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
88
/ 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
75
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 8.5 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FORT WORTH TRANSPORTATION AUTHORITY RETIREMENT PLAN.
Plan sponsor
Name
FORT WORTH TRANSPORTATION AUTHORITY RETIREMENT PLAN
EIN
75-2793063
Address
801 GROVE STREET · FORT WORTH, TX · 76102
Phone
(817) 215-8972
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-08-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $17K | — |
Investments
3 pooled funds· $2.1M(7% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | $1.9M | 6.5% |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | $133K | 0.5% |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | $76K | 0.3% |
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