AUMdb

First National Bank Of Central Texas Employees 401(k) Plan

Sponsored by First National Bank Of Central Texas · EIN 740766260 · Plan #001

Total assets
$16.5M
Net assets
$16.5M
Active participants
109
With balances
123

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Disciplined Investors, L.L.C. CRD 114614 fuzzy_auto · 96% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Disciplined Investors, Llc Investment advisory (participants), Investment advisory (plan), Participant communication $0
Pattillo, Brown & Hill, Llp Recordkeeping, Participant loan processing, Participant communication $0