KARA Garrett signed R Bank Texas' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
R Bank Texas' EIN is 26-4536354.
Download the official 2024 Form 5500 (PDF) for R Bank Texas from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)R Bank Texas' 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 |
|---|---|---|---|---|---|
| INSPERITY RETIREMENT SERVICES | — | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES | — | — | INVESTMENT ADVISOR | $900 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.0M | 14.2% | |
| JP Morgan JP Morgan Smart Retirement 2050 | Other securities | — | — | $944K | 13.2% | |
| American Funds American Funds Growth R3 | Mutual Funds | — | — | $680K | 9.5% | |
| JP Morgan JP Morgan Smart Retirement 2040 | Other securities | — | — | $661K | 9.3% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $574K | 8.0% | |
| JP Morgan JP Morgan Smart Retirement 2030 | Other securities | — | — | $505K | 7.1% | |
| Dodge & Cox Dodge & Cox Stock Fund | Mutual Funds | — | — | $403K | 5.7% | |
| Davis New York Davis New York Venture Fund | Other securities | — | — | $386K | 5.4% | |
| Goldman Sachs Goldman Sachs Mid Cap Value | Other securities | — | — | $290K | 4.1% | |
| Baron Small Cap Fund | Other securities | — | — | $244K | 3.4% | |
| JP Morgan JP Morgan Smart Retirement 2020 | Other securities | — | — | $220K | 3.1% | |
| Notes receivable from participants Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $210K | 2.9% | |
| American Funds American Century Inflation | Mutual Funds | — | — | $193K | 2.7% | |
| American Funds American Funds R3 | Mutual Funds | — | — | $138K | 1.9% | |
| American Funds American Funds EUPAC | Mutual Funds | — | — | $133K | 1.9% | |
| Victory Munder Victory Munder Mid Cap | Other securities | — | — | $108K | 1.5% | |
| Eaton Vance Eaton Vance Floating | Other securities | — | — | $75K | 1.1% | |
| Heartland Value Plus | Other securities | — | — | $73K | 1.0% | |
| Virtus Duff & Phelps Virtus Duff & Phelps | Other securities | — | — | $73K | 1.0% | |
| Mid Atlantic Trust Non-interest bearing cash | Cash / Money Market | — | — | $72K | 1.0% | |
| Columbia Strategic Income | Other securities | — | — | $47K | 0.7% | |
| JP Morgan JP Morgan Smart Retirement | Other securities | — | — | $42K | 0.6% | |
| PIMCO Total Return | Mutual Funds | — | — | $42K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
