Fundz
Fundz
Benefits Intelligence/Broker Directory/Texas

Roger Garza Jr

Tomball, TX

Roger Garza Jr of Tomball, TX is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans, with $7,948 in reported broker commissions (plan year 2024).

Employer clients
3
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$7,948
plan year 2024

Employer clients

Plan sponsors naming Roger Garza Jr on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
A Plus Federal Credit UnionTX4172024-12-31
Holiday World Of HoustonTX1772025-09-30
First State BankTX1602025-06-30

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start now

Other benefits brokers in Texas

All brokers in Texas

Form 5500 Schedule A Part 1 (broker of record), 2024–2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.