AUMdb

Texas Partners Bank 401(k)

Sponsored by Texas Partners Bank · EIN 208922476 · Plan #001

Total assets
$43.1M
Net assets
$43.1M
Active participants
464
With balances
528

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

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $53,781
Forvis Mazars, Llp Accounting $26,040