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Original filing (PDF)20251015093243NAL0008539490001
TEXAN TITLE HOLDINGS, LLC
Form 5500
FILING_RECEIVED
TEXAN TITLE HOLDINGS, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
31% in single holding
Active participants
191
Accounts w/ balance
241
Plan assets (EOY)
$13.5M
Net assets (EOY)
$13.5M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Concentration risk
84
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vngrd Bal Indx Adml Mutual Fund" is 31% of plan.
- 55 bps in Schedule C fees — 91% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEXAN TITLE HOLDINGS, LLC.
Plan sponsor
Name
TEXAN TITLE HOLDINGS, LLC
EIN
76-0628596
Address
6710 STEWART RD., SUITE 300 · GALVESTON, TX · 775512216
Phone
(409) 744-9783
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
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
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ABIP PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | — | RECORDKEEPER | $37K | — |
| NATIONWIDE | 31-4156830 | — | RECORDKEEPER | $3K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE RETIREMENT PLANS | — | COLUMBUS, OH | THIRD PARTY ADMINISRATOR | $1K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST FINANCIAL TRUST | 75-0944023 | ABILENE, TX | NONE | $34K | — |
Investments
21 direct securities· $13.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vngrd Bal Indx Adml Mutual Fund | — | — | — | $4.2M | 31.3% | |
| Vngrd 500 Index Fd As Mutual Fund | — | — | — | $3.8M | 27.8% | |
| Amfds 2035 Trgtdtrtrmt R6 Mutual Fund | — | — | — | $766K | 5.7% | |
| Nationwide Fixed Select Option Guaranteed Investment Contract | — | — | — | $750K | 5.6% | |
| Bnymel Mdcap Indx Inv Mutual Fund | — | — | — | $461K | 3.4% | |
| Vngrd Sm Cap Indx Fd As Mutual Fund | — | — | — | $448K | 3.3% | |
| Fed Hrms Gov Oblgtns Prmr Mutual Fund ** 98 Fed Hrms St Intmd Gov Inst Mutual Fund ** 842 Fed Hrms Ttl Rtn Bd Inst Mutual Fund | — | — | — | $385K | 2.8% | |
| Vngrd Gr Indx Adml Mutual Fund | — | — | — | $376K | 2.8% | |
| Vngrd Emrg Mkt Stkindxadml Mutual Fund | — | — | — | $371K | 2.7% | |
| Vngrd Devl Mkt Indx Adml Mutual Fund | — | — | — | $365K | 2.7% | |
| Vngrd Ttl Bnd Mkt Ldx Adm Mutual Fund | — | — | — | $329K | 2.4% | |
| Dbline Ttl Rtn Bd N Mutual Fund | — | — | — | $323K | 2.4% | |
| Notes receivable from participants Participant Loans*** - | — | — | — | $313K | 2.3% | |
| Hartford Mdcap Y Mutual Fund | — | — | — | $304K | 2.2% | |
| Vngrd Val Indx Adml Mutual Fund | — | — | — | $122K | 0.9% | |
| Vngrd Realest Indx Adml Mutual Fund | — | — | — | $92K | 0.7% | |
| Vngrd Enrgy Indx Adml Mutual Fund | — | — | — | $64K | 0.5% | |
| Nuveen Lifecycle Index 2060 Fund - Class R6 Mutual Fund | — | — | — | $45K | 0.3% | |
| Dodgecox Inc Mutual Fund | — | — | — | $3K | <0.1% | |
| Vngrd Lt Invmt Grd Adml Mutual Fund | — | — | — | $2K | <0.1% | |
| Vngrd Intmdtrminvtgrd Adml Mutual Fund | — | — | — | $2K | <0.1% |