Retirement plan

403(B) THRIFT PLAN OF TEXAS LEGAL SERVICES CENTER

Name: TEXAS LEGAL SERVICES CENTER - 403(B) THRIFT PLAN OF TEXAS LEGAL SERVICES CENTER (2025) Form 5500
Creator: TEXAS LEGAL SERVICES CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF TEXAS LEGAL SERVICES CENTER, TEXAS LEGAL SERVICES CENTER

TEXAS LEGAL SERVICES CENTEREIN 74-2220750Plan #001PY 2025

1920 E. RIVERSIDE SUITE A-120, NUMBER 501 - AUSTIN, TX 78741512-477-6000tlsc.orgLinkedIn51-200 employeeslaw practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.9M

+22.5% from 2024

Total participants

-6.7% from 2024

Average account balance

$41,823

+27.8% from 2024

Annual return

18.59%

-6.43 pp from 2024

Benchmarks

See 17,179 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort17,179 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.89M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$42K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

107.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$469K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.59%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$5642

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2G2F3D2J2E2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$389K

$6083 / participant

Other / not subdivided$389K100.0%

% of EOY assets

13.490%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$41,823

$106,864-60.9%

$147,318-71.6%

$82,637-49.4%

Participation rate

78.1%

75.5%+2.6pp

82.1%-3.9pp

68.1%+10.1pp

Annual return

18.59%

27.49%-8.9pp

70.43%-51.8pp

53.51%-34.9pp

Employer contribution / active EE

$4,156

$3,417+21.6%

$4,593-9.5%

$2,552+62.8%

Participant deferral / active EE

$3,170

$6,496-51.2%

$7,906-59.9%

$4,126-23.2%

Admin fee / account holder

$5,642

$8,415-33.0%

$13,708-58.8%

$7,339-23.1%

403(B) THRIFT PLAN OF TEXAS LEGAL SERVICES CENTER

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF TEXAS LEGAL SERVICES CENTER

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion