# Texas Heritage Bank 401(k) Plan
Source: https://planprovider.pro/companies/texas-heritage-bank-401k-plan

> Texas Heritage Bank's 401(k) plan: 39 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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