Plan Snapshot
- Plan Sponsor: Inwood National Bank
- Sponsor EIN: 751160447
- Sponsor Address: 7621 INWOOD ROAD, DALLAS, TX, 75209
- Plan Type: 401(k)
- Total Participants: 200
- Total Assets: $46.7M
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 | 200 | $46.7M | $834,271 | $1.7M |
| 2023 | 226 | $41.2M | $916,048 | $1.7M |
| 2022 | 208 | $34.7M | $839,856 | $1.7M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — 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 | $115,314 | $54,494 | $17,017 | — | — |
| 2023 | $100,928 | $49,373 | $51,555 | — | — |
| 2022 | $110,532 | — | — | — | $110,532 |