Plan Snapshot
- Plan Sponsor: First Texas Bancorp, INC.
- Sponsor EIN: 741682271
- Sponsor Address: P.O.BOX 649, GEORGETOWN, TX, 786270000
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $14.7M
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 | 174 | $14.7M | $423,092 | $644,650 |
| 2023 | 141 | $13.9M | $350,859 | $580,982 |
| 2022 | 157 | $11.5M | $343,131 | $500,811 |
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 |
|---|---|---|---|---|
| FASKE LAY & CO., L.L.P. | Auditor | — | — | $0 |
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 | $4,019 | — | — | — | — |
| 2023 | $1,325 | — | — | — | — |
| 2022 | $471 | — | — | — | — |