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

> Texas Regional Bank's 401(k) plan: 515 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Texas Regional Bank

- **Sponsor EIN:** 742440392

- **Sponsor Address:** 6770 INTERSTATE 2, HARLINGEN, TX, 78552

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

- **Total Participants:** 515

- **Total Assets:** $24.9M

## 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|515|$24.9M|$811,918|$2.5M|

| 2023|427|$16.4M|$654,190|$2.0M|

| 2022|375|$12.2M|$511,426|$1.4M|

## 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|

| GALLAGHER BENEFIT SERVICES|CONSULTANT|$24,086|—|$24,086|

| ADP, INC.|RECORD KEEPER|$14,669|—|$14,669|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GALLAGHER BENEFIT SERVICES](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — CONSULTANT

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $38,755

- **Estimated Expense Ratio:** 0.156% 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|$38,755|$24,086|—|—|—|

| 2023|$7,927|—|—|—|—|

| 2022|$5,927|—|—|—|—|

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

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