Plan Snapshot
- Plan Sponsor: South Trust Bank, N.A.
- Sponsor EIN: 740642684
- Sponsor Address: 601 GUADALUPE STREET, GEORGE WEST, TX, 78022
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $15.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 100 | $15.2M | $173,560 | $611,043 |
| 2023 | 104 | $14.3M | $176,133 | $638,683 |
| 2022 | 99 | $13.2M | $162,518 | $595,282 |
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 |
|---|---|---|---|---|
| KIMBERLIN COMPANY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIMBERLIN COMPANY, PLLC — 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 | $38,147 | — | $38,147 | — | — |
| 2023 | $37,139 | $25,000 | $12,139 | — | — |
| 2022 | $42,730 | $30,807 | $11,923 | — | — |