# T Bank, N.A. 401(k) Plan
Source: https://planprovider.pro/companies/t-bank-n-a-401k-plan

> T Bank, N.A.'s 401(k) plan: 172 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [WHITLEY PENN LLP](https://planprovider.pro/provider/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|—|—|—|

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