# Texas Capital Bancshares, INC. 401(k) Plan
Source: https://planprovider.pro/companies/texas-capital-bancshares-inc-401k-plan

> Texas Capital Bancshares, INC.'s 401(k) plan: 1,830 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [WEAVER AND TIDWELL, L.L.P.](https://planprovider.pro/provider/weaver-and-tidwell-llp) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/texas-capital-bancshares-inc-401k-plan)

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