How big is Bank-TEC South's plan?

Bank-TEC South's plan reported $2.6M in assets and 109 participants for 2024.

Original filing (PDF)20250805111055NAL0002360800001

Bank-TEC South

Name: Bank-TEC South — Bank-TEC South 401(k) Plan, Form 5500 (2024)
Creator: Bank-TEC South
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bank-TEC South 401(k) Plan

401(k) retirement plan · Bank-TEC South's Bank-TEC South 401(k) Plan held $2.6M in plan assets for 109 participants in 2024.

Active participants

109

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Brenda Thomas signed Bank-TEC South's 2024 Form 5500 as plan administrator.

Brenda Thomas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bank-TEC South's EIN is 72-1109458.

EIN 72-1109458

Plan number 001

Plan year 2024

ACK ID 20250805111055NAL0002360800001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bank-TEC South from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bank-TEC South's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score