The Bank & Trust 401 K And Profit Sharing Plan
Sponsored by Westex Bancorp, Inc. · EIN 742102966 · Plan #002 · Del Rio, TX
- Total assets
- $31.0M
- Net assets
- $31.0M
- Active participants
- 153
- With balances
- 172
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 |
|---|---|---|
| Whitley Penn Llp | Accounting | $13,390 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$2,577 |