Mandy Barrera signed Texas Capital Bancshares, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Texas Capital Bancshares, Inc.'s EIN is 75-2679109.
Download the official 2024 Form 5500 (PDF) for Texas Capital Bancshares, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Texas Capital Bancshares, Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $180K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $80K | — |
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 Inst Index Mutual fund - | Mutual Funds | — | — | $43.6M | 14.7% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $30.2M | 10.2% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $29.4M | 9.9% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $29.1M | 9.8% | |
| Harbor Cap App Inst Mutual fund - | Other securities | — | — | $22.7M | 7.6% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $19.4M | 6.5% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $13.6M | 4.6% | |
| Dodge & Cox Stock X Mutual fund - | Mutual Funds | — | — | $11.8M | 4.0% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $10.9M | 3.7% | |
| Vang Midcap Idx Inst Mutual fund - | Common Collective Trusts | — | — | $10.8M | 3.6% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $10.5M | 3.5% | |
| Vang Smcpvl Idx Adm Mutual fund - | Common Collective Trusts | — | — | $8.2M | 2.7% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $7.6M | 2.6% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $5.6M | 1.9% | |
| Pgim Total Rtn Bd R6 Mutual fund - | Other securities | — | — | $4.9M | 1.6% | |
| Mfs Intl Divrsn R6 Mutual fund - | Mutual Funds | — | — | $4.5M | 1.5% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $4.1M | 1.4% | |
| Vang Treasury Mm Mutual fund - | Other securities | — | — | $3.9M | 1.3% | |
| Pif Smcp Grth I Is Mutual fund - | Other securities | — | — | $3.7M | 1.2% | |
| Htfd Intl Op Hls Ia Mutual fund - | Other securities | — | — | $3.6M | 1.2% | |
| Vang It Trea Idx Adm Mutual fund - | Common Collective Trusts | — | — | $3.1M | 1.1% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.9M | 1.0% | |
| C&S Realty Shares Z Mutual fund - | Other securities | — | — | $2.4M | 0.8% | |
| Vang Tot Intl Stk Ad Mutual fund - | Other securities | — | — | $2.1M | 0.7% | |
| Blkrk Hi Yld Inst Mutual fund - | Other securities | — | — | $1.9M | 0.7% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.5% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $126K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
