Plan Snapshot
- Plan Sponsor: Texas Partners Bank
- Sponsor EIN: 208922476
- Sponsor Address: 1900 NW LOOP 410, SAN ANTONIO, TX, 78213
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 597
- Total Assets: $51.3M
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 | 597 | $51.3M | $0 | $0 |
| 2024 | 464 | $43.1M | $1.6M | $3.2M |
| 2023 | 447 | $36.9M | $1.3M | $2.9M |
| 2022 | 397 | $32.0M | $1.7M | $3.3M |
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 | $67,079 | — | $67,079 |
| FORVIS MAZARS, LLP | Auditor | $23,646 | — | $23,646 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,725
- Estimated Expense Ratio: 0.177% 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 |
|---|---|---|---|---|---|
| 2025 | $4,107,713 | — | $300 | $23,646 | — |
| 2024 | $79,821 | — | — | $26,040 | — |
| 2023 | $61,093 | — | — | $21,945 | — |
| 2022 | $31,362 | — | — | — | — |