How big is Texas Mezzanine Fund, Inc.'s plan?

Texas Mezzanine Fund, Inc.'s plan reported $1.1M in assets and 10 participants for 2024.

Original filing (PDF)20250610171631NAL0011754771001

Texas Mezzanine Fund, Inc.

Name: Texas Mezzanine Fund, Inc. — Texas Mezzanine 401(k), Form 5500 (2024)
Creator: Texas Mezzanine Fund, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Texas Mezzanine 401(k) Plan

401(k) retirement plan · Texas Mezzanine Fund, Inc.'s Texas Mezzanine 401(k) Plan held $1.1M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Shirley Horner signed Texas Mezzanine Fund, Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — 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 Mezzanine Fund, Inc.'s EIN is 75-2803249.

EIN 75-2803249

Plan number 001

Plan year 2024

ACK ID 20250610171631NAL0011754771001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Texas Mezzanine Fund, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Texas Mezzanine Fund, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 MEZZANINE FUND, INC..

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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

Knocking points off