Retirement plan

TEXAS ASSOCIATION OF ASSESSING OFFICERS 401(K) PROFIT SHARING

Name: TEXAS ASSOCIATION OF ASSESSING - TEXAS ASSOCIATION OF ASSESSING OFFICERS 401(K) PROFIT SHARING (2025) Form 5500
Creator: TEXAS ASSOCIATION OF ASSESSING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TEXAS ASSOCIATION OF ASSESSING OFFICERS 401(K) PROFIT SHARING, TEXAS ASSOCIATION OF ASSESSING

TEXAS ASSOCIATION OF ASSESSINGEIN 75-6036401Plan #001PY 2025

2028 E. BEN WHITE BLVD, SUITE 305 - AUSTIN, TX 78741512-926-2511LinkedIn1-10 employeescivic & social organization

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$52K

+81.9% from 2024

Total participants

0.0% from 2024

Average account balance

$17,208

+81.9% from 2024

Annual return

28.54%

+12.03 pp from 2024

Benchmarks

See 3,224 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort3,224 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$52K

Not enough data

1 years with asset history on file

Average account balance

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

$17K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$15K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+28.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$61

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 codes2E2F2G2J2T3D

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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$183

$61 / participant

Other / not subdivided$183100.0%

% of EOY assets

0.354%

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

$17,208

$73,421-76.6%

$66,439-74.1%

$155,188-88.9%

Participation rate

100.0%

79.7%+20.3pp

74.5%+25.5pp

80.8%+19.2pp

Annual return

28.54%

1382.37%-1353.8pp

757.66%-729.1pp

148.84%-120.3pp

Employer contribution / active EE

$2,826

$3,039-7.0%

$2,637+7.2%

$4,248-33.5%

Participant deferral / active EE

$2,220

$4,680-52.6%

$3,876-42.7%

$6,531-66.0%

Admin fee / account holder

$61

$8,856-99.3%

$6,173-99.0%

$14,480-99.6%

TEXAS ASSOCIATION OF ASSESSING OFFICERS 401(K) PROFIT SHARING

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TEXAS ASSOCIATION OF ASSESSING OFFICERS 401(K) PROFIT SHARING

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