Plan Snapshot
- Plan Sponsor: Texas Capital Bancshares, INC.
- Sponsor EIN: 752679109
- Sponsor Address: 2000 MCKINNEY AVE SUITE 700, DALLAS, TX, 75201
- Plan Type: 401(k)
- Total Participants: 1,830
- Total Assets: $296.9M
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 | 1,830 | $296.9M | $14.6M | $24.0M |
| 2023 | 2,003 | $259.0M | $15.4M | $24.4M |
| 2022 | 2,207 | $209.9M | $12.8M | $21.2M |
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 | $179,960 | — | $179,960 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $79,992 | — | $79,992 |
| WEAVER AND TIDWELL, L.L.P. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- WEAVER AND TIDWELL, L.L.P. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $259,952
- Estimated Expense Ratio: 0.088% 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 | $259,952 | $79,992 | $900 | — | — |
| 2023 | $228,709 | $58,474 | — | — | — |
| 2022 | $169,429 | $37,668 | — | — | — |