Original filing (PDF)20250428083701NAL0007934355001

TEXAS GULF COAST FINANCIAL GROUP, LLC

Name: TEXAS GULF COAST FINANCIAL GROUP, LLC — TOTUS WEALTH MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: TEXAS GULF COAST FINANCIAL GROUP, LLC

Form 5500-SF

FILING_RECEIVED

TOTUS WEALTH MANAGEMENT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$614K

Net assets (EOY)

$614K

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 (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TEXAS GULF COAST FINANCIAL GROUP, LLC.

Plan sponsor

Name

TEXAS GULF COAST FINANCIAL GROUP, LLC

EIN

81-3642327all filings

Address

701 N. POST OAK RD, SUITE 320 · HOUSTON, TX · 77024

Phone

(832) 592-0005

Industry

Finance & Insurancesee all

Plan administrator