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

Texas Wealth Management, LLC's plan reported $6.0M in assets and 7 participants for 2025.

Original filing (PDF)20260513135811NAL0007548353002

Texas Wealth Management, LLC

Name: Texas Wealth Management, LLC — Texas Wealth, Form 5500 (2025)
Creator: Texas Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Texas Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Texas Wealth Management, LLC's Texas Wealth Management, LLC 401(k) Plan held $6.0M in plan assets for 7 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

People on this filing

Catherine Hesse signed Texas Wealth Management, LLC's 2025 Form 5500 as plan administrator.

Catherine Hesse — 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 Wealth Management, LLC's EIN is 81-3199600.

EIN 81-3199600

Plan number 001

Plan year 2025

ACK ID 20260513135811NAL0007548353002

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Texas Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Texas Wealth Management, 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 WEALTH MANAGEMENT, LLC.

Finding similar companies…

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