How big is Texas Family Wealth, LLC's plan?

Texas Family Wealth, LLC's plan reported $561K in assets and 4 participants for 2024.

Original filing (PDF)20250721084646NAL0003119970001

Texas Family Wealth, LLC

Name: Texas Family Wealth, LLC — Texas Family Wealth, Form 5500 (2024)
Creator: Texas Family Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Texas Family Wealth 401(k) Plan

401(k) retirement plan · Texas Family Wealth, LLC's Texas Family Wealth 401(k) Plan held $561K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$561K

Net assets (EOY)

$561K

People on this filing

Harris Hanson signed Texas Family Wealth, LLC's 2024 Form 5500 as plan administrator.

Harris Hanson — 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 Family Wealth, LLC's EIN is 80-0480510.

EIN 80-0480510

Plan number 002

Plan year 2024

ACK ID 20250721084646NAL0003119970001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Texas Family Wealth, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Texas Family Wealth, LLC'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 FAMILY WEALTH, LLC.

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

TEXAS FAMILY WEALTH, LLC

EIN

all filings

Address

161 SHADOWBEND AVENUE · SUITE 101 · FRIENDSWOOD, TX · 77546

Phone

(281) 482-3100

Industry

Finance & Insurance

Plan administrator