# Austin Bank, Texas, N.A. 401(k) Plan
Source: https://planprovider.pro/companies/austin-bank-texas-n-a-401k-plan

> Austin Bank, Texas, N.A.'s 401(k) plan: 698 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Austin Bank, Texas, N.A.

- **Sponsor EIN:** 750358895

- **Sponsor Address:** 200 EAST COMMERCE, JACKSONVILLE, TX, 75766

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

- **Total Participants:** 698

- **Total Assets:** $103.3M

## 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|698|$103.3M|$2.9M|$3.5M|

| 2023|638|$94.8M|$2.6M|$3.2M|

| 2022|611|$82.7M|$2.4M|$2.5M|

## 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|

| WELLS FARGO ADVISORS LLC|BROKER/ADVISER|—|$244,024|$244,024|

| PAYNE & SMITH LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PAYNE & SMITH LLC](https://planprovider.pro/provider/payne-and-smith-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $244,024

- **Estimated Expense Ratio:** 0.236% of plan assets

### 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|$3,745|—|$190|—|—|

| 2023|$11,933|—|$11,358|—|—|

| 2022|$6,642|—|$5,782|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/austin-bank-texas-n-a-401k-plan)

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