Texas Independent Bancshares, Inc. 401(k) Employee Stock Ownership Plan
Sponsored by Texas Independent Bancshares · EIN 742022764 · Plan #001
- Total assets
- $79.0M
- Net assets
- $79.0M
- Active participants
- 293
- With balances
- 452
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 |
|---|---|---|
| Mesirow Financial Investment Management, Inc. CRD 111135 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Allocation Company, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $0 |
| Mass Mutual Life Insurance Company | Recordkeeping, Insurance services, Participant loan processing | $0 |
| Mesirow Financial Investment Mgmt | Investment advisory (plan), Other services | $0 |
| Swbc Investment Services, Llc | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $0 |