# The American National Bank Of Texas 401(k) Plan
Source: https://planprovider.pro/companies/the-american-national-bank-of-texas-401k-plan

> The American National Bank Of Texas's 401(k) plan: 581 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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

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