# Lone Star National Bancshares-Texas, INC 401(k) Plan
Source: https://planprovider.pro/companies/lone-star-national-bancshares-texas-inc-401k-plan

> Lone Star National Bancshares-Texas, INC's 401(k) plan: 634 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lone Star National Bancshares-Texas, INC

- **Sponsor EIN:** 742777101

- **Sponsor Address:** 520 EAST NOLANA AVE, MCALLEN, TX, 78504

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

- **Total Participants:** 634

- **Total Assets:** $36.5M

## 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|634|$36.5M|$730,163|$1.8M|

| 2023|678|$33.6M|$679,100|$1.7M|

| 2022|594|$28.3M|$560,424|$1.5M|

## 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|

| JOHN HANCOCK LIFE INSURANCE COMPANY|RECORDKEEPER|$8,448|—|$8,448|

| SMITH FANHAUSER VOIGT & WATSON PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHN HANCOCK LIFE INSURANCE COMPANY](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $8,448

- **Estimated Expense Ratio:** 0.023% 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|$133,322|—|$132,557|—|—|

| 2023|$122,477|—|$122,477|—|—|

| 2022|$103,786|—|$102,849|—|—|

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