Carie Williams signed Texas Regional Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Texas Regional Bank's EIN is 74-2440392.
Download the official 2024 Form 5500 (PDF) for Texas Regional Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Texas Regional 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES | 36-4291971 | — | CONSULTANT | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $3.5M | 14.0% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $3.2M | 12.8% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $2.9M | 11.8% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.6M | 10.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $2.5M | 10.2% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.5M | 6.0% | |
| DFA US LARGE CAP VALUE PORT I | Registered Investment Companies | — | — | $1.0M | 4.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $1.0M | 4.2% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $1.0M | 4.1% | |
| DFA US CORE EQUITY 2 PORT INST | Registered Investment Companies | — | — | $987K | 4.0% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $790K | 3.2% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $764K | 3.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $742K | 3.0% | |
| DFA US VECTOR EQ FD INST | Registered Investment Companies | — | — | $339K | 1.4% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $262K | 1.1% | |
| DFA INTL VALUE PORT INST | Registered Investment Companies | — | — | $224K | 0.9% | |
| DFA EMG MKT CORE EQ 2 I | Registered Investment Companies | — | — | $166K | 0.7% | |
| DFA INTERNATIONAL SM CO INST | Registered Investment Companies | — | — | $154K | 0.6% | |
| VANGUARD SHRT TERM FED-ADMIRAL | Registered Investment Companies | — | — | $145K | 0.6% | |
| DFA US SM CAP PORTFOLIO INST | Registered Investment Companies | — | — | $119K | 0.5% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $78K | 0.3% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $44K | 0.2% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $40K | 0.2% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $20K | <0.1% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $13K | <0.1% | |
| DFA INTL REAL ESTATE SEC INST | Registered Investment Companies | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
