Plan Snapshot
- Plan Sponsor: R Bank Texas
- Sponsor EIN: 264536354
- Sponsor Address: 3600 EAST PALM VALLEY BLVD., ROUND ROCK, TX, 78665
- Plan Type: 401(k)
- Total Participants: 160
- Total Assets: $7.1M
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 | 160 | $7.1M | $325,748 | $613,310 |
| 2023 | 133 | $6.1M | $314,050 | $583,496 |
| 2022 | 146 | $4.9M | $302,070 | $528,854 |
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 |
|---|---|---|---|---|
| HENRY & PETERS, P.C | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HENRY & PETERS, P.C — Auditor
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 | $2,617 | $900 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $8,278 | — | — | — | $8,278 |