Adalia Moreno signed Texas National Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Texas National Bank's EIN is 74-0780455.
Download the official 2024 Form 5500 (PDF) for Texas National Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Texas National Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Group | Mutual Funds | — | — | $1.0M | 13.3% | |
| Multiple Sub-Advisors | Other securities | — | — | $954K | 12.1% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $954K | 12.1% | |
| Multiple Sub-Advisors | Other securities | — | — | $819K | 10.4% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $819K | 10.4% | |
| Multiple Sub-Advisors | Other securities | — | — | $719K | 9.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $719K | 9.1% | |
| Multiple Sub-Advisors | Other securities | — | — | $597K | 7.6% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $597K | 7.6% | |
| Multiple Sub-Advisors | Other securities | — | — | $577K | 7.3% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $577K | 7.3% | |
| Principal Global Investors | Other securities | — | — | $505K | 6.4% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $505K | 6.4% | |
| Multiple Sub-Advisors | Other securities | — | — | $434K | 5.5% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $434K | 5.5% | |
| Principal | Other securities | — | — | $424K | 5.4% | |
| Participant loans, at amortized cost | Participant loans | — | — | $356K | 4.5% | |
| Vanguard Group | Mutual Funds | — | — | $288K | 3.7% | |
| Multiple Sub-Advisors | Other securities | — | — | $209K | 2.7% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $209K | 2.7% | |
| Multiple Sub-Advisors | Other securities | — | — | $164K | 2.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $164K | 2.1% | |
| Dimensional Fund Advisors | Mutual Funds | — | — | $99K | 1.3% | |
| Multiple Sub-Advisors | Other securities | — | — | $97K | 1.2% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $97K | 1.2% | |
| Carillon Tower Advisers | Other securities | — | — | $91K | 1.2% | |
| Allspring Global Investments | Other securities | — | — | $72K | 0.9% | |
| Janus Henderson | Mutual Funds | — | — | $56K | 0.7% | |
| Vanguard Group | Mutual Funds | — | — | $48K | 0.6% | |
| Principal Global Investors | Other securities | — | — | $47K | 0.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $47K | 0.6% | |
| Multiple Sub-Advisors | Other securities | — | — | $45K | 0.6% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $45K | 0.6% | |
| Principal Global Investors | Other securities | — | — | $44K | 0.6% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $44K | 0.6% | |
| Capital Research and Mgmt Co | Common Stocks | — | — | $42K | 0.5% | |
| Principal Global Investors | Other securities | — | — | $35K | 0.4% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $35K | 0.4% | |
| Multiple Sub-Advisors | Other securities | — | — | $31K | 0.4% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $31K | 0.4% | |
| American Beacon | Other securities | — | — | $18K | 0.2% | |
| AB LP | Other securities | — | — | $16K | 0.2% | |
| Multiple Sub-Advisors | Other securities | — | — | $15K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $15K | 0.2% | |
| Macquarie | Other securities | — | — | $9K | 0.1% | |
| Vanguard Group | Mutual Funds | — | — | $3K | <0.1% | |
| T. Rowe Price Associates, Inc. | Common Stocks | — | — | $3K | <0.1% | |
| Vanguard Group | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELTA FINANCIAL INSURANCE BROKERAGE | 04-3213863 | — | OTHER SERVICES | $0 | — |
