Texas Securities, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Texas Securities, INC.
  • Sponsor EIN: 043588023
  • Sponsor Address: 4024 NAZARENE DRIVE, CARROLLTON, TX, 75010
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 18
  • Total Assets: $2.1M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202518$2.1M$0$0
202411$1.7M$77,118$175,173
202314$1.6M$80,894$188,755
202213$1.3M$110,328$225,979

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