Plan Snapshot
- Plan Sponsor: Texas Heritage Bank
- Sponsor EIN: 750187960
- Sponsor Address: 1208 S MAIN ST, BOERNE, TX, 78006
- Plan Type: 401(k)
- Total Participants: 39
- Total Assets: $3.2M
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 | 39 | $3.2M | $143,713 | $213,589 |
| 2023 | 35 | $2.9M | $135,213 | $194,795 |
| 2022 | 33 | $2.2M | $119,827 | $175,875 |