Plan Snapshot
- Plan Sponsor: T Bank, N.A.
- Sponsor EIN: 201099212
- Sponsor Address: 16200 DALLAS PARKWAY, SUITE 190, DALLAS, TX, 75248
- Plan Type: 401(k)
- Total Participants: 172
- Total Assets: $14.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 172 | $14.6M | $577,686 | $1.6M |
| 2023 | 157 | $10.9M | $494,836 | $1.3M |
| 2022 | 139 | $7.9M | $408,272 | $1.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $15,072 | — | $15,072 |
| WHITLEY PENN LLP | Auditor | $3,583 | — | $3,583 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- WHITLEY PENN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,655
- Estimated Expense Ratio: 0.127% 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 | $21,308 | $3,238 | $300 | $3,583 | — |
| 2023 | $11,332 | $1,642 | $300 | — | — |
| 2022 | $9,404 | $584 | — | — | — |