Citizens National Bank Of Texas Employee Savings Plan
Sponsored by Citizens National Bank Of Texas · EIN 750187771 · Plan #003
- Total assets
- $28.1M
- Net assets
- $28.1M
- Active participants
- 189
- With balances
- 217
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 |
|---|---|---|
| Commerce Street Investment Advisor, Llc CRD 144278 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $49,460 |
| Commerce Street Investment Manageme | Investment advisory (plan), Direct payment from the plan | $22,542 |