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| Provider | Service type | Compensation |
|---|---|---|
TEXAS BANK AND TRUST6 years Filed as: TEXAS BANK AND TRUST COMPANY Service code 15 · EIN 75-0962666 1800 NW LOOP 291 · LONGVIEW, TX 75604 | Recordkeeping | $36,190 |
11 funds of $250K or more; 22 lines in all, holding $11.0M of the plan's $12.5M. From the 2024 filing. Recordkeeper: Texas Bank And Trust.
Target-date series: Vanguard Target Retirement, mutual fund, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 6 vintages | $6.3M | 57.2% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $1.1M | 10.1% |
| Fidelity Contra Fund Fidelity (FMR) · Mutual fund | $794K | 7.2% |
| Invesco International Growth Fund Class R6 Invesco · Mutual fund | $387K | 3.5% |
| Federated Hermes Total Return Bond Fund Class R6 Shares Federated Hermes · Mutual fund | $279K | 2.5% |
| PIMCO CommodityRealReturn Strategy Fund Institutional PIMCO (Allianz) · Mutual fund | $263K | 2.4% |
| Vanguard Hi-Yield Corporate Admiral Fund Vanguard · Mutual fund | $262K | 2.4% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $212K | 1.9% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $212K | 1.9% |
| Invesco Oppenheimer Dev Mkts R6 Invesco · Mutual fund | $203K | 1.8% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.