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Original filing (PDF)20251013100048NAL0000451283001
WEST TEXAS HEALTH, PLLC
Form 5500
FILING_RECEIVED
WEST TEXAS HEALTH, PLLC. RETIREMENT AND SAVINGS PLAN
401(k) retirement plan
Active participants
178
Accounts w/ balance
241
Plan assets (EOY)
$17.4M
Net assets (EOY)
$17.4M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEST TEXAS HEALTH, PLLC.
Plan sponsor
Name
WEST TEXAS HEALTH, PLLC
EIN
87-2044230
Address
PO BOX 5409 · ABILENE, TX · 79608
Phone
(325) 793-5367
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INVEST INST OPS CO | 04-2647786 | — | RECORDKEEPER | $36K | — |
Investments
30 direct securities · 1 pooled fund· $17.1M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$17.0M
30 holdings
Common Collective Trust
$69K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FDM IDX 2035 IPR Mutual Fund N/A | — | — | — | $2.4M | 14.0% | |
| FID 500 INDEX Mutual Fund N/A | — | — | — | $2.0M | 11.2% | |
| FID FDM IDX 2040 IPR Mutual Fund N/A | — | — | — | $1.5M | 8.8% | |
| FID FDM IDX 2030 IPR Mutual Fund N/A | — | — | — | $1.1M | 6.2% | |
| AF BALANCED R6 Mutual Fund N/A | — | — | — | $1.0M | 5.9% | |
| FID FDM IDX 2025 IPR Mutual Fund N/A | — | — | — | $772K | 4.4% | |
| DFA US LG CAP VAL Mutual Fund N/A | — | — | — | $736K | 4.2% | |
| FID FDM IDX 2050 IPR Mutual Fund N/A | — | — | — | $651K | 3.7% | |
| FID FDM IDX 2045 IPR Mutual Fund N/A | — | — | — | $647K | 3.7% | |
| AF NEW PERSPECT R6 Mutual Fund N/A | — | — | — | $619K | 3.6% | |
| BROKERAGELINK Self-Directed Brokerage N/A | — | — | — | $561K | 3.2% | |
| J H ENTERPRISE N Mutual Fund N/A | — | — | — | $537K | 3.1% | |
| FID SM CAP IDX Mutual Fund N/A | — | — | — | $476K | 2.7% | |
| FID FDM IDX 2020 IPR Mutual Fund N/A | — | — | — | $419K | 2.4% | |
| DFA US TARGET VAL I Mutual Fund N/A | — | — | — | $401K | 2.3% | |
| FID GOVT MMKT Money Market Mutual Fund N/A | — | — | — | $371K | 2.1% | |
| WA CORE BOND IS Mutual Fund N/A | — | — | — | $337K | 1.9% | |
| FID EMERGING MKTS K Mutual Fund N/A | — | — | — | $335K | 1.9% | |
| FID FDM IDX 2055 IPR Mutual Fund N/A | — | — | — | $314K | 1.8% | |
| FID LG CAP GR IDX Mutual Fund N/A | — | — | — | $296K | 1.7% | |
| VICTORY S EST VAL R6 Mutual Fund N/A | — | — | — | $275K | 1.6% | |
| AF EUROPAC GROWTH R6 Mutual Fund N/A | — | — | — | $257K | 1.5% | |
| FID MID CAP IDX Mutual Fund N/A | — | — | — | $200K | 1.2% | |
| FID FDM IDX 2060 IPR Mutual Fund N/A | — | — | — | $193K | 1.1% | |
| FID US BOND IDX Mutual Fund N/A | — | — | — | $156K | 0.9% | |
| Notes receivable from participants Maturing 2025-2029 at Interest rates 4.25% - 9.50% - | — | — | — | $147K | 0.8% | |
| FID FDM IDX 2015 IPR Mutual Fund N/A | — | — | — | $118K | 0.7% | |
| COLUMBIA TRUST STABLE INCOME I-0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 060 | Common Collective Trust | — | — | $69K | 0.4% | |
| DFA US SMALL CAP I Mutual Fund N/A | — | — | — | $64K | 0.4% | |
| INVS HIGH YIELD R6 Mutual Fund N/A | — | — | — | $61K | 0.4% | |
| FID FDM IDX 2065 IPR Mutual Fund N/A | — | — | — | $20K | 0.1% |