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Original filing (PDF)20251015162559NAL0005121409001
CAPITAL OF TEXAS PUBLIC TELECOMM COUNCIL
Form 5500
FILING_RECEIVED
CAPITAL OF TEXAS PUBLIC TELECOMM COUNCIL 403(B) DC PLAN
403(b) retirement plan
Signals · 1
27% in single holding
Active participants
82
Accounts w/ balance
178
Plan assets (EOY)
$11.6M
Net assets (EOY)
$11.6M
How this plan invests
This plan
1 pooled trust
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "TIAA TIAA Traditional Non Benefit Responsive 2 (1) 648 *CREF CREF Stock R1 (1)" is 27% of plan.
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAPITAL OF TEXAS PUBLIC TELECOMM COUNCIL.
Plan sponsor
Name
CAPITAL OF TEXAS PUBLIC TELECOMM COUNCIL
EIN
75-7126012
Address
6101 HIGHLAND CAMPUS DRIVE · BUILDING 3000 · AUSTIN, TX · 78752
Phone
(512) 925-3365
Industry
Information / Tech / Mediasee all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2L · 403(b)(1) annuity
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COULTER & JUSTUS, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-TEACHERS INSURANCE AND ANNUITY | 13-1624203 | NEW YORK, NY | NONE | $427 | — |
Investments
38 direct securities · 1 pooled fund· $11.1M(96% 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.
Uncategorized
$10.8M
38 holdings
Pooled Separate Account
$311K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive 2 (1) 648 *CREF CREF Stock R1 (1) | — | — | — | $3.0M | 25.6% | |
| TIAA Traditional Non Benefit Responsive (1) | — | — | — | $1.3M | 11.3% | |
| CREF Growth R1 (1) | — | — | — | $1.3M | 11.1% | |
| CREF Global Equities R1 (1) | — | — | — | $997K | 8.6% | |
| CREF Equity Index R1 (1) | — | — | — | $916K | 7.9% | |
| TIAA Access Nuv Lifcyc 2030 T4 (1) | — | — | — | $541K | 4.7% | |
| CREF Social Choice R1 (1) | — | — | — | $462K | 4.0% | |
| TIAA REAL ESTATE TIAA CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $311K | 2.7% | |
| TIAA Traditional Benefit Responsive (1) | — | — | — | $272K | 2.3% | |
| CREF Money Market R1 (1) | — | — | — | $214K | 1.8% | |
| CREF Core Bond R1 (1) | — | — | — | $182K | 1.6% | |
| TIAA Access Nuv Core Equity T4 (1) 139 *TIAA TIAA Access Nuv Intl Equity T4 (1) | — | — | — | $181K | 1.6% | |
| TIAA Access Nuv Lifcyc 2035 T4 (1) | — | — | — | $169K | 1.5% | |
| CREF Inflation-Linked Bond R1 (1) | — | — | — | $168K | 1.4% | |
| TIAA Access Nuv Lifcyc 2045 T4 (1) | — | — | — | $161K | 1.4% | |
| TIAA Access Nuv Lifcyc 2015 T4 (1) | — | — | — | $120K | 1.0% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 (1) | — | — | — | $108K | 0.9% | |
| TIAA Access Nuv Mid Cap Val T4 (1) | — | — | — | $96K | 0.8% | |
| TIAA Access Nuv Lifcyc 2040 T4 (1) | — | — | — | $93K | 0.8% | |
| TIAA Access Nuv Lrg Cap Gr T4 (1) 145 *TIAA TIAA Access Nuv Lrg Cap Val T4 (1) | — | — | — | $79K | 0.7% | |
| TIAA Access Nuv Lifcyc 2050 T4 (1) | — | — | — | $75K | 0.6% | |
| Participants note receivable Loans bearing interest at rates ranging from 4.25% - 9.5%, to be repaid through 2029 - | — | — | — | $72K | 0.6% | |
| TIAA Access Nuv Rlestsecsel T4 (1) | — | — | — | $66K | 0.6% | |
| TIAA Access Nuv Lifcyc 2055 T4 (1) | — | — | — | $53K | 0.5% | |
| TIAA Access Nuv Lifcyc 2025 T4 (1) | — | — | — | $52K | 0.4% | |
| TIAA Access Nuv Lifcyc 2060 T4 (1) | — | — | — | $41K | 0.4% | |
| TIAA Access Nuv Equity Idx T4 (1) | — | — | — | $23K | 0.2% | |
| TIAA Access Nuv Sm Cp Bl Ix T4 (1) | — | — | — | $18K | 0.2% | |
| TIAA Access Nuv Mid Cap Grw T4 (1) | — | — | — | $15K | 0.1% | |
| Vanguard American Europac Growth R6 (1) | — | — | — | $15K | 0.1% | |
| TIAA Access Nuv Lifcyc 2020 T4 (1) | — | — | — | $15K | 0.1% | |
| State Street State Street Equity 500 Indx K (1) | — | — | — | $13K | 0.1% | |
| Vanguard Federal Money Mkt Inv (1) 105 Vanguard Strategic Equity Inv (1) | — | — | — | $11K | <0.1% | |
| TIAA Traditional Benefit Responsive 2 (1) | — | — | — | $10K | <0.1% | |
| TIAA Access Nuv Lfcy Rt Inc T4 (1) | — | — | — | $10K | <0.1% | |
| Vanguard Real Estate Idx Adm (1) | — | — | — | $4K | <0.1% | |
| TIAA Access Nuv Lgcp Res Eq T4 (1) 795 Vanguard Infl Protect Sec Adm (1) | — | — | — | $3K | <0.1% | |
| TIAA Access Nuv Core Pl Bd T4 (1) | — | — | — | $2K | <0.1% | |
| Dodge & Cox Dodge & Cox Income Fund - CL X (1) | — | — | — | $2K | <0.1% |