AMY Sondergeld signed Texas Partners Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Texas Partners Bank's EIN is 20-8922476.
Download the official 2024 Form 5500 (PDF) for Texas Partners Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Texas Partners Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | 44-0160260 | — | ACCOUNTANT/AUDITOR | $26K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX | Common Collective Trusts | — | — | $6.7M | 15.5% | |
| AF TRGT DATE 2030 R6 | Other securities | — | — | $4.2M | 9.8% | |
| AF TRGT DATE 2045 R6 | Other securities | — | — | $4.0M | 9.4% | |
| AF TRGT DATE 2040 R6 | Other securities | — | — | $3.8M | 8.9% | |
| AF TRGT DATE 2050 R6 | Other securities | — | — | $3.1M | 7.2% | |
| AF TRGT DATE 2035 R6 | Other securities | — | — | $3.0M | 7.0% | |
| AF TRGT DATE 2055 R6 | Other securities | — | — | $2.5M | 5.8% | |
| AB US LG CP GR W MSG GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $1.9M | 4.4% | |
| AF TRGT DATE 2025 R6 | Other securities | — | — | $1.7M | 4.0% | |
| FID GOVT MMKT | Mutual Funds | — | — | $1.6M | 3.8% | |
| FA MID CAP IDX | Common Collective Trusts | — | — | $1.5M | 3.6% | |
| MFS INTL DIVRSN R4 | Mutual Funds | — | — | $1.3M | 3.0% | |
| NB CORE BOND FNDRS GREAT GRAY TRUST COMPANY, LLC · EIN 85-4339990 / PN 656 | Common Collective Trust | — | — | $964K | 2.2% | |
| AF TRGT DATE 2020 R6 | Other securities | — | — | $898K | 2.1% | |
| FID SM CAP IDX | Common Collective Trusts | — | — | $858K | 2.0% | |
| AF TRGT DATE 2060 R6 | Other securities | — | — | $750K | 1.7% | |
| Notes receivable from participants | Other securities | — | — | $749K | 1.7% | |
| INVS COMSTOCK Y | Other securities | — | — | $748K | 1.7% | |
| BLKRK GLOBAL ALLOC K | Other securities | — | — | $724K | 1.7% | |
| BLKRK EQUITY DIV I | Other securities | — | — | $442K | 1.0% | |
| AB HIGH INCOME Z | Other securities | — | — | $403K | 0.9% | |
| INVS EQL WT S&P500 Y | Other securities | — | — | $398K | 0.9% | |
| INVS DEVELOP MKT Y | Other securities | — | — | $282K | 0.7% | |
| FA INTL REAL EST I | Other securities | — | — | $127K | 0.3% | |
| AF TRGT DATE 2065 R6 | Other securities | — | — | $124K | 0.3% | |
| JH ENTERPRISE III GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $58K | 0.1% | |
| C&S REAL ESTATE I | Other securities | — | — | $44K | 0.1% | |
| UM BEHAVIORAL VAL R6 | Other securities | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
