Guaranty Bancshares, Inc. Esop W/401(k) Provisions
Sponsored by Guaranty Bancshares, Inc. · EIN 751656431 · Plan #001
- Total assets
- $60.9M
- Net assets
- $60.9M
- Active participants
- 492
- With balances
- 668
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 |
|---|---|---|
| Fcg Investment Company CRD 308192 | deterministic · 100% | 2024 |
| Geneos Wealth Management, Inc. CRD 120894 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Contract administrator, Recordkeeping | $52,585 |
| Fcg Investment Company | Investment advisory (plan), Direct payment from the plan | $47,950 |
| Whitley Penn Llp | Accounting, Direct payment from the plan | $36,565 |
| Financial Consulting Group | Direct payment from the plan, Consulting fees | $17,124 |
| Newport Trust Company | Trustee (institutional) | $17,102 |
| Geneos Wealth Management | Investment advisory (plan), Direct payment from the plan | $10,906 |