Kleberg Bank, N.A. 401(k) Plan
Sponsored by Kleberg Bank, N.A. · EIN 740726853 · Plan #002
- Total assets
- $14.8M
- Net assets
- $14.8M
- Active participants
- 129
- With balances
- 161
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 |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $20,079 |
| Marcado Asset Management Llc | Investment management, Direct payment from the plan | $15,000 |