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

> Moody National Bank's 401(k) plan: 176 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Moody National Bank

- **Sponsor EIN:** 740560665

- **Sponsor Address:** 2302 POST OFFICE STREET, GALVESTON, TX, 77550

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

- **Total Participants:** 176

- **Total Assets:** $13.7M

## 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|176|$13.7M|$675,299|$1.1M|

| 2023|195|$11.9M|$673,796|$1.0M|

| 2022|192|$9.5M|$504,917|$931,503|

## 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|

| VOYA RETIREMENT INSURANCE & ANNUITY|SERVICE PROVIDER|$31,804|$5,057|$36,861|

| HAM, LANGSTON & BREZINA, LLP|Auditor|$33,438|—|$33,438|

| WOODBURY FINANCIAL SERVICES INC|SERVICE PROVIDER|—|$19,091|$19,091|

| MORNINGSTAR|SERVICE PROVIDER|—|$5,024|$5,024|

### Verified Provider Profiles

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

- [HAM, LANGSTON & BREZINA, LLP](https://planprovider.pro/provider/ham-langston-and-brezina-llp) — Auditor

- [MORNINGSTAR](https://planprovider.pro/provider/jp-morgan-asset-management) — SERVICE PROVIDER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $94,414

- **Estimated Expense Ratio:** 0.687% 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|$33,438|—|—|$33,438|—|

| 2023|$20,739|$644|$4,600|—|—|

| 2022|$32,699|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/moody-national-bank-401k-plan)

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