Plan Snapshot
- Plan Sponsor: Stellar Bank
- Sponsor EIN: 260589597
- Sponsor Address: 9 GREENWAY PLAZA, SUITE 110, HOUSTON, TX, 77046
- Plan Type: 401(k)
- Total Participants: 1,033
- Total Assets: $149.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,033 | $149.8M | $5.4M | $8.0M |
| 2023 | 407 | $54.1M | $2.0M | $2.8M |
| 2022 | 457 | $49.6M | $2.2M | $3.2M |
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 |
|---|---|---|---|---|
| WEAVER AND TIDWELL L.L.P. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL L.L.P. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $171,288 | $142,179 | $1,200 | — | — |
| 2023 | $79,996 | $43,954 | — | — | — |
| 2022 | $100,328 | $15,374 | — | — | — |