Plan Snapshot
- Plan Sponsor: Texas Bank And Trust Company
- Sponsor EIN: 750962666
- Sponsor Address: PO BOX 2749, LONGVIEW, TX, 75604
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 575
- Total Assets: $58.2M
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. |
|---|---|---|---|---|
| 2025 | 575 | $58.2M | $0 | $0 |
| 2024 | 504 | $53.9M | $1.6M | $2.3M |
| 2023 | 507 | $50.3M | $1.5M | $2.3M |
| 2022 | 482 | $41.9M | $1.4M | $2.1M |
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 |
|---|---|---|---|---|
| GOLLOB MORGAN PEDDY PC | 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 |
|---|---|---|---|---|---|
| 2025 | $8,150,992 | — | — | — | — |
| 2024 | $67,855 | — | — | — | — |
| 2023 | $66,066 | — | — | — | — |
| 2022 | $61,237 | — | $61,237 | — | — |