Plan Snapshot
- Plan Sponsor: The American National Bank Of Texas
- Sponsor EIN: 751747054
- Sponsor Address: 102 W MOORE AVE, TERRELL, TX, 75160
- Plan Type: DC
- Total Participants: 579
- Total Assets: $34.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 579 | $34.6M | $220,629 | $0 |
| 2023 | 565 | $37.1M | $971,584 | $0 |
| 2022 | 559 | $41.5M | $2.9M | $0 |
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 |
|---|---|---|---|---|
| TRANSITION FINANCE STRATEGIES LLC | TPA | $78,867 | — | $78,867 |
| THE BANK ADVISORY GROUP LLC | VALUATION | $14,070 | — | $14,070 |
| 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: $92,937
- Estimated Expense Ratio: 0.268% 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 | $92,937 | $14,070 | $78,867 | — | — |
| 2023 | $59,898 | $14,070 | $45,828 | — | — |
| 2022 | $76,749 | $13,910 | $44,453 | — | $18,386 |