· 2022–2024 · DOL EFAST2

GREATER SOUTHWEST BANCSHARES, INC. — GREATER SOUTHWEST BANCSHARES, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250506170305NAL0009314593001

GREATER SOUTHWEST BANCSHARES, INC.

Form 5500-SF

FILING_RECEIVED

GREATER SOUTHWEST BANCSHARES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

115

Accounts w/ balance

79

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

Plan health score

75

/ 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

92

Total plan cost

n/a

Plan health

27

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREATER SOUTHWEST BANCSHARES, INC..

Plan sponsor

Name

GREATER SOUTHWEST BANCSHARES, INC.

EIN

75-2160388

Address

108 WEST NORTHWEST HIGHWAY · GRAPEVINE, TX · 76051

Phone

(817) 310-1942

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Name

MOMENTA, INC.

EIN

85-4166502

City

SANTA CLARA, CA

Phone

(888) 865-7262

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-06

Pension benefit codes

2T · Default investment account (QDIA)

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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