# The American National Bank Of Texas DC Plan
Source: https://planprovider.pro/companies/the-american-national-bank-of-texas-plan-003

> The American National Bank Of Texas's DC plan: 579 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:** 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](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:** $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|

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