# North Dallas Bank & Trust Co. 401(k) Plan
Source: https://planprovider.pro/companies/north-dallas-bank-trust-co-401k-plan

> North Dallas Bank & Trust Co.'s 401(k) plan: 210 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** North Dallas Bank & Trust Co.

- **Sponsor EIN:** 751050136

- **Sponsor Address:** 12900 PRESTON ROAD, SUITE 340, DALLAS, TX, 75230

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

- **Total Participants:** 210

- **Total Assets:** $34.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|210|$34.2M|$1.0M|$1.2M|

| 2023|202|$29.9M|$956,943|$1.1M|

| 2022|192|$25.5M|$920,742|$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|

| MCCARTHY, ROSE & MILLS, L.L.P|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|$4,480|$2,668|—|—|—|

| 2023|$3,750|$1,988|—|—|—|

| 2022|$2,975|—|$2,975|—|—|

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