# East Texas Financial Corporation 401(k) Plan
Source: https://planprovider.pro/companies/east-texas-financial-corporation-401k-plan

> East Texas Financial Corporation's 401(k) plan: 106 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** East Texas Financial Corporation

- **Sponsor EIN:** 751979756

- **Sponsor Address:** PO BOX 1700, KILGORE, TX, 75663

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

- **Total Participants:** 106

- **Total Assets:** $12.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|106|$12.9M|$292,862|$408,241|

| 2023|93|$11.7M|$261,716|$394,032|

| 2022|97|$10.3M|$270,671|$399,135|

## 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|

| HENRY & PETERS, PC|ACCOUNTANT/AUDITOR|$11,500|—|$11,500|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$10,628|—|$10,628|

### Verified Provider Profiles

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

- [HENRY & PETERS, PC](https://planprovider.pro/provider/henry-and-peters-pc) — ACCOUNTANT/AUDITOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $22,128

- **Estimated Expense Ratio:** 0.172% 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|$26,447|—|—|$11,500|—|

| 2023|$13,182|—|—|$10,200|—|

| 2022|$13,394|—|—|—|—|

## Similar Plans

- [American National Bank & Trust](https://planprovider.pro/companies/american-national-bank-trust-401k-plan) — 307 participants

- [First State Bank, Gainesville, Texas](https://planprovider.pro/companies/first-state-bank-gainesville-texas-401k-plan) — 312 participants

- [Texas Bank](https://planprovider.pro/companies/texas-bank-401k-plan-002) — 324 participants

- [Weststar Bank](https://planprovider.pro/companies/weststar-bank-401k-plan) — 329 participants

- [Extraco Corporation](https://planprovider.pro/companies/extraco-corporation-401k-plan) — 333 participants

- [American Bank](https://planprovider.pro/companies/american-bank-401k-plan-001-0800) — 363 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/east-texas-financial-corporation-401k-plan)

© 2026 PlanProvider.Pro