How big is Texas Gulf Coast Financial Group, LLC's plan?

Texas Gulf Coast Financial Group, LLC's plan reported $614K in assets and 6 participants for 2024.

Original filing (PDF)20250428083701NAL0007934355001

Texas Gulf Coast Financial Group, LLC

Name: Texas Gulf Coast Financial Group, LLC — Totus Wealth, Form 5500 (2024)
Creator: Texas Gulf Coast Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Totus Wealth Management 401(k) Plan

401(k) retirement plan · Texas Gulf Coast Financial Group, LLC's Totus Wealth Management 401(k) Plan held $614K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$614K

Net assets (EOY)

$614K

People on this filing

James Starnes signed Texas Gulf Coast Financial Group, LLC's 2024 Form 5500 as plan administrator.

James Starnes — 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 Gulf Coast Financial Group, LLC's EIN is 81-3642327.

EIN 81-3642327

Plan number 001

Plan year 2024

ACK ID 20250428083701NAL0007934355001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Texas Gulf Coast Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

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.

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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 (93rd percentile).

Plan sponsor

Name

TEXAS GULF COAST FINANCIAL GROUP, LLC

EIN

all filings

Address

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

Phone

(832) 592-0005

Industry

Finance & Insurance

Plan administrator