Department of Labor filing

TEXAS YALE CAPITAL CORP

TEXAS CAPITAL CORPORATION 401(K) PLAN · For the plan year ended Dec 31, 2025

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Public filing 2025 · received Jun 30, 2026Verified current terms Not available

Plan summary

The numbers that matter first

On the filing measures we can compare, this plan looks broadly typical among similar plans.

61plan health
high confidence
01 · Employer matchNot publicly available

A current plan document is needed to verify the formula.

02 · Maximum employer contributionNot yet verified

$3,429 was reported per active participant, but this is not a match limit.

03 · VestingNot yet verified

A dated plan document is needed.

04 · Fees and expenses$134

Plan-paid administrative cost per participant; fund and employee fees may be separate.

05 · Investment choicesNot yet verified

The public filing does not provide a current, complete fund menu.

06 · Eligibility and waiting periodNot yet verified

A current plan document is needed.

07 · Automatic enrollmentNot yet verified

The selected official filing does not establish a current default rate.

08 · Roth 401(k)Not yet verified

The reviewed official source does not establish current Roth availability.

09 · Employer contribution vs. peers54th percentile

Up 0.0% over the filing history shown.

What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.

Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.

Filing comparison · 202551out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions54th percentileTypical peer $3,117 · based on 21,825 comparable plans
Lower reported administrative expense46th percentileTypical peer $105 · based on 18,019 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.

The short version

What employees should know

For the year ended Dec 31, 2025, TEXAS YALE CAPITAL CORP reported $24,000 in employer contributions across this plan, or $3,429 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating7

Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.

Employer money over timeUp 0.0%

Change in employer contributions per active participant.

Plan costs over timeUp 0.0%

Change in reported administrative cost per participant. Fund expenses may be separate.

Peer comparison51/100

Compared with similarly sized plans in the same industry.

What this public record cannot answer

For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.

Money and scale

Contributions, assets, and expenses

These are plan-wide totals. They are not individual account balances.

Employer contributions
$24,000
$3,429 per active participant
Participant contributions
$25,176
Other contributions
Not reported
Amounts not classified as employer or participant contributions
Employer share of contributions
48.8%
Active participants
7
Small plan
Total participants
9
9 at the beginning of the year
Ending assets
$311,325
$34,592 per participant
Net-asset change
Up 0.0%
Not the same as investment performance
Beginning net assets
$217,735
Ending net assets
$311,325
Beginning liabilities
Not reported
Ending liabilities
Not reported
Total income
$94,797
Total expenses
$1,207
Administrative expenses
$1,207
$134 per active participant
Participant loans
Not reported
Not reported of plan assets

Three-year filing history

How the reported figures changed

Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.

Employer money per active participant
2025
$3,429
Administrative cost per participant
2025
$134
Active participants
2025
7
Total plan assets
2025
$311,325
Participant loans as a share of assets
2025
Not reported
Detailed filing history
Plan yearEmployer money per active participantActive participantsPlan assets
2025$3,4297311.3K

Changes in plan assets are not the same as investment performance.

Plan health

Operational signals worth checking

Participant loans as a share of plan assets
Not reported
Independent accountant’s opinion
Not stated in the filing
Late participant contributions reported
Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
Loan defaults reported
Not reported
Lease defaults reported
Not reportedOnly a small number of filings report these events.
Nonexempt transactions reported
Not reported
Public plan identifier
510457333-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
1
Plan effective date
Aug 1, 2020
Industry
Finance and insurance
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2S2T3D

Current plan terms

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Filing evidence

Open the selected public records

We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.

Filing ACK_ID20260630154131NAL0011388963001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗