Form 5500 Search

COMMERCE STREET

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
34
Active participants
12,032
Total plan assets
$986.2M
Filings (rows)
36
Direct comp
$990K
Indirect comp
$4K

SERVICES PROVIDED

Advisor / Consultant30
Other4

Top plans served

Showing top 36 of 34 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
CORNERSTONE CAPITAL BANK
CORNERSTONE CAPITAL BANK, SSB 401(K) PLAN
HOUSTON, TX
Advisor / Consultant
ADVISOR
1,434$136.2M$110K
CORNERSTONE CAPITAL BANK
CORNERSTONE CAPITAL BANK, SSB 401(K) PLAN
HOUSTON, TX
Advisor / Consultant
ADVISOR
1,434$123.9M$110K
CORNERSTONE CAPITAL BANK, SSB
CORNERSTONE CAPITAL BANK, SSB 401(K) PLAN
HOUSTON, TX
Advisor / Consultant
CONSULTANT
1,693$110.5M$16K
CORNERSTONE CAPITAL BANK, SSB
CORNERSTONE CAPITAL BANK, SSB 401(K) PLAN
HOUSTON, TX
Advisor / Consultant
ADVISOR
1,693$110.5M$29K
TIB, INC.
TIB EMPLOYEE SAVINGS PLAN
FARMERS BRANCH, TX
Advisor / Consultant
ADVISOR
239$76.5M$48K
INDEPENDENT BANKERS FINANCIAL CORPORATION
TIB EMPLOYEE SAVINGS PLAN
FARMERS BRANCH, TX
Advisor / Consultant
INVESTMENT ADVISOR
236$68.0M$24K
INDEPENDENT BANKERS FINANCIAL CORPORATION
TIB EMPLOYEE SAVINGS PLAN
FARMERS BRANCH, TX
Advisor / Consultant
ADVISOR
236$68.0M$24K
MOREGROUP HOLDINGS
MOREGROUP HOLDINGS 401(K) PLAN
FORT WORTH, TX
Advisor / Consultant
INVESTMENT ADVISOR
654$62.5M$120K
INDEPENDENT BANKERS FINANCIAL CORPORATION
TIB EMPLOYEE SAVINGS PLAN
FARMERS BRANCH, TX
Advisor / Consultant
INVESTMENT ADVISOR
249$60.4M$36K
HUCKABEE & ASSOCIATES, INC.
HUCKABEE & ASSOCIATES, INC. 401(K) PLAN
FORT WORTH, TX
Advisor / Consultant
INVESTMENT ADVISOR
384$32.3M$62K
CITIZENS NATIONAL BANK OF TEXAS
CITIZENS NATIONAL BANK OF TEXAS EMPLOYEE SAVINGS PLAN
WAXAHACHIE, TX
Advisor / Consultant
INVESTMENT ADVISORY
188$30.7M$28K
CITIZENS NATIONAL BANK OF TEXAS
CITIZENS NATIONAL BANK OF TEXAS EMPLOYEE SAVINGS PLAN
WAXAHACHIE, TX
Advisor / Consultant
INVESTMENT ADVISORY
190$29.8M$26K
CITIZENS NATIONAL BANK OF TEXAS
CITIZENS NATIONAL BANK OF TEXAS EMPLOYEE SAVINGS PLAN
WAXAHACHIE, TX
Advisor / Consultant
INVESTMENT ADVISORY
189$28.1M$23K
BANKPROV
BANKPROV 401(K) PLAN
AMESBURY, MA
Advisor / Consultant
INVESTMENT ADVISORY
175$26.1M$29K
BANKPROV
BANKPROV 401(K) PLAN
AMESBURY, MA
Advisor / Consultant
INVESTMENT ADVISORY
190$24.8M$22K
BANKPROV
BANKPROV 401(K) PLAN
AMESBURY, MA
Advisor / Consultant
INVESTMENT ADVISORY
202$19.9M$17K
HUCKABEE & ASSOCIATES, INC.
HUCKABEE & ASSOCIATES, INC. 401(K) PLAN
FORT WORTH, TX
Advisor / Consultant
INVESTMENT ADVISOR
233$18.2M$46K
CONETRIX, LLC
CONETRIX 401(K) PLAN
LUBBOCK, TX
Other
OTHER
128$13.7M$6K
NORTH TEXAS CONTRACTING, INC.
NORTH TEXAS CONTRACTING, INC 401(K) SAVINGS PLAN
KELLER, TX
Advisor / Consultant
INVESTMENT ADVISOR
934$13.7M$6K
NORTH TEXAS CONTRACTING, INC.
NORTH TEXAS CONTRACTING, INC 401(K) SAVINGS PLAN
KELLER, TX
Advisor / Consultant
INVESTMENT ADVISOR
812$11.0M$4K
WESTERN BANK
CIRCLE I EMPLOYEE BENEFIT PLAN
LUBBOCK, TX
Advisor / Consultant
INVESTMENT ADVISOR
119$10.3M$24K
PILOT POINT BANCORP, INC.
PILOT POINT BANCORP, INC. 401(K) PLAN
PILOT POINT, TX
Advisor / Consultant
INVESTMENT ADVISORY
109$8.9M$20K
ARROW FABRICATED TUBING, INC.
ARROW FABRICATED TUBING, INC. 401(K) PROFIT SHARING PLAN
GARLAND, TX
Advisor / Consultant
INVESTMENT ADVISOR
230$8.6M$16K
UNIVERSAL DISPLAY & FIXTURES COMPANY
UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN
LEWISVILLE, TX
Other
INVESTMENT MGMT
122$8.6M$19K
ARROW FABRICATED TUBING, INC.
ARROW FABRICATED TUBING, INC. 401(K) PROFIT SHARING PLAN
GARLAND, TX
Advisor / Consultant
INVESTMENT ADVISOR
297$7.8M$8K
UNIVERSAL DISPLAY & FIXTURES COMPANY
UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN
LEWISVILLE, TX
Other
INVESTMENT MGMT
116$7.8M$17K
PILOT POINT BANCORP, INC.
PILOT POINT BANCORP, INC. 401(K) PLAN
PILOT POINT, TX
Advisor / Consultant
INVESTMENT ADVISORY
107$7.4M$14K
UNIVERSAL DISPLAY & FIXTURES COMPANY
UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN
LEWISVILLE, TX
Other
INVESTMENT MGMT
114$6.8M$17K
NORTHWOOD CLUB, INC.
NORTHWOOD CLUB 401(K) PLAN
DALLAS, TX
Advisor / Consultant
INVESTMENT ADVISOR
143$6.4M$6K
GREATER SOUTHWEST BANCSHARES, INC.
GREATER SOUTHWEST BANCSHARES 401(K) PLAN
GRAPEVINE, TX
Advisor / Consultant
INVESTMENT ADVISORY
113$6.2M$3K
NORTH TEXAS CONTRACTING, INC.
NORTH TEXAS CONTRACTING, INC 401(K) SAVINGS PLAN
KELLER, TX
Advisor / Consultant
INVESTMENT ADVISOR
665$5.7M$2K
NORTHWOOD CLUB, INC.
NORTHWOOD CLUB 401(K) PLAN
DALLAS, TX
Advisor / Consultant
INVESTMENT ADVISOR
118$5.6M$5K
PILOT POINT BANCORP, INC.
PILOT POINT BANCORP, INC. 401(K) PLAN
PILOT POINT, TX
Advisor / Consultant
INVESTMENT ADVISORY
102$5.5M$15K
NORTHWOOD CLUB, INC.
NORTHWOOD CLUB 401(K) PLAN
DALLAS, TX
Advisor / Consultant
INVESTMENT ADVISOR
113$4.5M$4K
E4H - ENVIRONMENTS FOR HEALTH, LLC
E4H - ENVIRONMENTS FOR HEALTH, LLC 401(K) PLAN
WILLISTON, VT
Advisor / Consultant
INVESTMENT ADVISOR
0$0$22K
HAPPY BANCSHARES, INC.
HAPPY BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISIONS
AMARILLO, TX
Advisor / Consultant
INVESTMENT ADVISORY
0$0$9K
COMMERCE STREET — Form 5500 Service Provider Profile | Form 5500 Search