Original filing (PDF)20251014124724NAL0005999650001

T Bank, N.A.

Name: T Bank, N.A. — T Bank, N.A. Employee Savings Plan, Form 5500 (2024)
Creator: T Bank, N.A.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

T Bank, N.A. Employee Savings Plan

401(k) retirement plan · T Bank, N.A.'s T Bank, N.A. Employee Savings Plan held $14.6M in plan assets for 172 participants in 2024, with Fidelity as recordkeeper.

Active participants

172

Accounts w/ balance

193

Plan assets (EOY)

$14.6M

Net assets (EOY)

$14.6M

How this plan invests

This plan

39 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for T BANK, N.A..

Plan sponsor

Name

T BANK, N.A.

EIN

20-1099212all filings

Address

16200 DALLAS PARKWAY, SUITE 190 · DALLAS, TX · 75248

Phone

(972) 720-9000

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$15K	—

Investments

39 direct securities· $14.6M(100% of reported assets)

Mutual Funds

$9.9M

19 holdings

Common Collective Trusts

$3.4M

6 holdings

Other securities

$1.1M

13 holdings

Bonds / Notes

$240K

1 holding

					% of plan
Fidelity 500 Index	Common Collective Trusts	—	—	$2.3M	16.0%
Fidelity Freedom 2035 K6	Mutual Funds	—	—	$1.6M	11.1%
Fidelity BrokerageLink	Mutual Funds	—	—	$1.5M	10.1%
Fidelity Freedom 2040 K6	Mutual Funds	—	—	$1.2M	8.2%
Fidelity Freedom 2045 K6	Mutual Funds	—	—	$1.1M	7.6%
Fidelity Blue Chip Growth K6 Fund	Mutual Funds	—	—	$789K	5.4%
Fidelity Freedom 2030 K6	Mutual Funds	—	—	$770K	5.3%
Fidelity Freedom 2065 K6	Mutual Funds	—	—	$698K	4.8%
Fidelity Freedom 2050 K6	Mutual Funds	—	—	$488K	3.3%
Fidelity Freedom 2055 K6	Mutual Funds	—	—	$370K	2.5%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$345K	2.4%
Fidelity Freedom 2025 K6	Mutual Funds	—	—	$339K	2.3%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$286K	2.0%
Participant loans Interest rates ranging from 3.75% to	Bonds / Notes	—	—	$240K	1.6%
Fidelity Freedom 2060 K6	Mutual Funds	—	—	$239K	1.6%
Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$223K	1.5%
Fidelity Freedom 2015 K6	Mutual Funds	—	—	$221K	1.5%
American Funds American Funds American Mutual Fund Class R-6	Mutual Funds	—	—	$221K	1.5%
Fidelity Global ex U.S. Index Fund	Common Collective Trusts	—	—	$216K	1.5%
Blackrock High Yield Bond Portfolio Class K	Other securities	—	—	$160K	1.1%
Guggenheim Total Return Bond Fund Institutional Class	Other securities	—	—	$152K	1.0%
Fidelity Freedom 2020 K6	Mutual Funds	—	—	$149K	1.0%
First Eagle First Eagle Overseas Fund Class I	Other securities	—	—	$125K	0.9%
AB Small Cap Growth Portfolio Class Z	Other securities	—	—	$118K	0.8%
RBC Emerging Markets Equity Fund Class R6	Other securities	—	—	$107K	0.7%
Fidelity International Capital Appreciation K6 Fund	Mutual Funds	—	—	$84K	0.6%
Standard Insurance Capital Preservation Income Fund	Other securities	—	—	$71K	0.5%
Polen Growth Fund Institutional Class	Other securities	—	—	$61K	0.4%
Cohen & Steers Cohen & Steers Realty Shares Fund Class Z	Other securities	—	—	$60K	0.4%
American Century American Century Mid Cap Value Fund R6 Class	Other securities	—	—	$60K	0.4%
DoubleLine Total Return Bond Fund Class I	Other securities	—	—	$46K	0.3%
FH GOVT OBS PRM Federated Hermes Govt Obligation Fund	Other securities	—	—	$41K	0.3%
AMG Yacktman Focused Fund - Class N	Other securities	—	—	$38K	0.3%
Allspring Special Small Cap Value Fund - Class R6	Other securities	—	—	$28K	0.2%
PIMCO Total Return Fund Institutional Class	Mutual Funds	—	—	$26K	0.2%
MFS Mid Cap Growth Fund Class R6	Mutual Funds	—	—	$18K	0.1%
Fidelity Total Bond K6 Fund	Mutual Funds	—	—	$10K	<0.1%
Fidelity Inflation-Protected Bond Index Fund	Common Collective Trusts	—	—	$6K	<0.1%
Fidelity Government Money Market K6	Mutual Funds	—	—	$2K	<0.1%