Original filing (PDF)20250723130913NAL0003491697001

OLNEY BANCSHARES OF TEXAS, INC.

Name: OLNEY BANCSHARES OF TEXAS, INC. — OLNEY BANCSHARES OF TEXAS, INC. EMPLOYEES 401(K) RETIREMENT PLAN AND TRUST, Form 5500 (2024)
Creator: OLNEY BANCSHARES OF TEXAS, INC.

Form 5500

FILING_RECEIVED

OLNEY BANCSHARES OF TEXAS, INC. EMPLOYEES 401(K) RETIREMENT PLAN AND TRUST

401(k) retirement plan

Signals · 1

Corrective distributions issued

Active participants

524

Accounts w/ balance

534

Plan assets (EOY)

$49.0M

Net assets (EOY)

$49.0M

How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OLNEY BANCSHARES OF TEXAS, INC..

Plan sponsor

Name

OLNEY BANCSHARES OF TEXAS, INC.

EIN

75-2534536

Address

307 W MAIN STREET · OLNEY, TX · 76374

Phone

(405) 358-7709

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$64K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$26K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

32 direct securities· $46.5M(95% of reported assets)

Other securities

$45.7M

31 holdings

U.S. Treasuries

$784K

1 holding

					% of plan
American Funds 2025 Target Date Retirement Fund	Other securities	—	—	$6.0M	12.2%
Empower Annuity Insurance Company of America EI Fixed Account - Series Class III	Other securities	—	—	$5.0M	10.2%
American Funds 2030 Target Date Retirement Fund	Other securities	—	—	$4.5M	9.2%
American Funds 2020 Target Date Retirement Fund	Other securities	—	—	$3.4M	6.9%
Vanguard 500 Index Fund	Other securities	—	—	$3.3M	6.6%
American Funds 2045 Target Date Retirement Fund	Other securities	—	—	$3.1M	6.3%
American Funds 2040 Target Date Retirement Fund	Other securities	—	—	$3.1M	6.3%
American Funds 2035 Target Date Retirement Fund	Other securities	—	—	$1.8M	3.7%
American Funds 2050 Target Date Retirement Fund	Other securities	—	—	$1.7M	3.4%
American Funds 2055 Target Date Retirement Fund	Other securities	—	—	$1.6M	3.2%
Vanguard Information Technology Index Fund	Other securities	—	—	$1.4M	2.8%
Vanguard Total International Stock Fund	Other securities	—	—	$1.4M	2.8%
Vanguard Growth Index Fund	Other securities	—	—	$1.2M	2.5%
MassMutual Mid Cap Growth Fund	Other securities	—	—	$1.2M	2.4%
American Funds 2015 Target Date Retirement Fund	Other securities	—	—	$964K	2.0%
Vanguard Small Cap Index Fund	Other securities	—	—	$866K	1.8%
American Funds Washington Mutual Fund	Other securities	—	—	$820K	1.7%
PIMCO Investment Grade Credit Bond Institutional Fund	U.S. Treasuries	—	—	$784K	1.6%
American Funds 2060 Target Date Retirement Fund	Other securities	—	—	$667K	1.4%
Vanguard Mid Cap Index Fund	Other securities	—	—	$575K	1.2%
Vanguard Energy Index Fund	Other securities	—	—	$573K	1.2%
Invesco Equally-WTD S&P 500 Fund	Other securities	—	—	$337K	0.7%
Vanguard Health Care Index Fund	Other securities	—	—	$303K	0.6%
Vanguard Mid Cap Value Fund	Other securities	—	—	$289K	0.6%
Franklin Global Equity Fund	Other securities	—	—	$282K	0.6%
Nuveen Real Estate Securities Fund	Other securities	—	—	$262K	0.5%
Janus Henderson Triton Fund	Other securities	—	—	$261K	0.5%
Dimensional Fund Advisors Emerging Markets Fund	Other securities	—	—	$260K	0.5%
Empower International Value Fund	Other securities	—	—	$260K	0.5%
PIMCO High Yield Institutional Fund	Other securities	—	—	$185K	0.4%
American Funds 2010 Target Date Retirement Fund	Other securities	—	—	$175K	0.4%
John Hancock International Growth Fund	Other securities	—	—	$70K	0.1%