Original filing (PDF)20250722092521NAL0002115825001

TEXAS HERITAGE NATIONAL BANK

Name: TEXAS HERITAGE NATIONAL BANK — TEXAS HERITAGE NATIONAL BANK PROFIT SHARING PLAN WITH 401(K), Form 5500 (2024)
Creator: TEXAS HERITAGE NATIONAL BANK

Form 5500-SF

FILING_RECEIVED

TEXAS HERITAGE NATIONAL BANK PROFIT SHARING PLAN WITH 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

Plan health score

/ 100

Grade B

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

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEXAS HERITAGE NATIONAL BANK.

Plan sponsor

Name

TEXAS HERITAGE NATIONAL BANK

EIN