Plan Snapshot
- Plan Sponsor: Nacogdoches Commercial Bancshares, INC.
- Sponsor EIN: 751827898
- Sponsor Address: 215 E MAIN STREET, NACOGDOCHES, TX, 759615257
- Plan Type: 401(k)
- Total Participants: 217
- Total Assets: $20.5M
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 | 217 | $20.5M | $1.5M | $399,347 |
| 2023 | 218 | $17.3M | $369,657 | $1.1M |
| 2022 | 209 | $14.0M | $346,196 | $1.0M |
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 |
|---|---|---|---|---|
| CARR, RIGGS, & INGRAM | 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 | $25,474 | $8,334 | $14,663 | — | — |
| 2023 | $14,707 | — | $2,595 | — | — |
| 2022 | $12,181 | — | — | — | $12,181 |