# Inwood National Bank 401(k) Plan
Source: https://planprovider.pro/companies/inwood-national-bank-401k-plan

> Inwood National Bank's 401(k) plan: 200 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| RETIREMENT ADVISORS, LLC|INVESTMENT ADVISOR|$54,494|—|$54,494|

| JULY BUSINESS SERVICES|RECORDKEEPER|$28,207|—|$28,207|

| RSM US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JULY BUSINESS SERVICES](https://planprovider.pro/provider/july-business-services) — RECORDKEEPER

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $82,701

- **Estimated Expense Ratio:** 0.177% 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|$115,314|$54,494|$17,017|—|—|

| 2023|$100,928|$49,373|$51,555|—|—|

| 2022|$110,532|—|—|—|$110,532|

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