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

> Vantage Bank Texas's 401(k) plan: 481 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vantage Bank Texas

- **Sponsor EIN:** 740856797

- **Sponsor Address:** 45 NE LOOP 410, SAN ANTONIO, TX, 78216

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

- **Total Participants:** 481

- **Total Assets:** $44.9M

## 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|481|$44.9M|$1.7M|$3.1M|

| 2023|475|$37.8M|$1.6M|$2.9M|

| 2022|453|$28.6M|$1.5M|$2.7M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$83,745|—|$83,745|

| SANCTUARY ADVISORS, LLC|INVESTMENT ADVISORY|$49,994|$6|$50,000|

| RUSSON + JOHNSTON LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RUSSON + JOHNSTON LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $133,745

- **Estimated Expense Ratio:** 0.298% 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|$133,739|$49,994|$83,745|—|—|

| 2023|$122,028|$47,105|$73,509|—|—|

| 2022|$110,678|$24,987|$60,704|—|$24,987|

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