Plan Snapshot
- Plan Sponsor: The American National Bank Of Texas
- Sponsor EIN: 751747054
- Sponsor Address: 102 W MOORE AVE, TERRELL, TX, 75160
- Plan Type: 401(k)
- Total Participants: 581
- Total Assets: $68.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 581 | $68.5M | $1.7M | $3.5M |
| 2023 | 565 | $61.8M | $1.6M | $3.3M |
| 2022 | 561 | $54.6M | $1.5M | $3.1M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | RECORDKEEPER | $47,589 | — | $47,589 |
| BLUE RIDGE ESOP ASSOCIATES | CONTRACT ADMIN | $31,147 | — | $31,147 |
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,736
- Estimated Expense Ratio: 0.115% 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 | $81,840 | $3,104 | $31,147 | — | — |
| 2023 | $66,369 | — | $28,942 | — | — |
| 2022 | $76,541 | — | $76,541 | — | — |