# Allegiance Bank 401(k) Plan
Source: https://planprovider.pro/companies/allegiance-bank-401k-plan

> Allegiance Bank's 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Allegiance Bank

- **Sponsor EIN:** 260589597

- **Sponsor Address:** 8727 WEST SAM HOUSTON PKWY, HOUSTON, TX, 770405167

- **Plan Type:** 401(k)

- **Total Participants:** 0

- **Total Assets:** $0

## 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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$0|$0|$0|

| 2023|557|$87.8M|$3.0M|$4.9M|

| 2022|563|$79.4M|$3.4M|$4.9M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$427,400|—|$427,400|

| MORGAN STANLEY|OTHER SERVICES|—|$143,408|$143,408|

| STELLAR BANK|OTHER SERVICES|—|$57,680|$57,680|

| WEAVER & TIDWELL, L.L.P.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY](https://planprovider.pro/provider/jp-morgan-asset-management) — OTHER SERVICES

- [WEAVER & TIDWELL, L.L.P.](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $628,488

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$15,738|—|$15,738|—|—|

| 2023|$213,700|—|$213,700|—|—|

| 2022|$222,036|—|$216,220|—|$5,816|

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