AUMdb

R Bank Texas 401(k) Plan

Sponsored by R Bank Texas · EIN 264536354 · Plan #001

Total assets
$7.1M
Net assets
$7.1M
Active participants
160
With balances
124

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
Insperity Retirement Services Recordkeeping, Participant loan processing, Participant communication $3,435
Wilshire Associates Consulting (general), Investment advisory (participants), Investment advisory (plan) $900