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

> Texas Partners Bank's 401(k) plan: 464 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Texas Partners Bank

- **Sponsor EIN:** 208922476

- **Sponsor Address:** 1900 NW LOOP 410, SAN ANTONIO, TX, 78213

- **Plan Type:** 401(k)

- **Total Participants:** 464

- **Total Assets:** $43.1M

## 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.|

| 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|$53,781|—|$53,781|

| FORVIS MAZARS, LLP|ACCOUNTANT/AUDITOR|$26,040|—|$26,040|

### 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

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $79,821

- **Estimated Expense Ratio:** 0.185% 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|$79,821|—|—|$26,040|—|

| 2023|$61,093|—|—|$21,945|—|

| 2022|$31,362|—|—|—|—|

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