HAPPY STATE

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

Active participants

996

Total plan assets

$13.0M

Filings (rows)

Direct comp

$31K

Indirect comp

Aggregating 2 name variants under "HAPPY STATE"

HAPPY STATE BANK3 HAPPY STATE BANK AND TRUST1

SERVICES PROVIDED

Advisor / Consultant3

Other1

Top plans served

All 4 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
PAK A SAK, INC. PAK A SAK, INC. EMPLOYEES RETIREMENT PLAN	AMARILLO, TX	Advisor / Consultant ADVISOR	208	$4.6M	$5K
PAK A SAK, INC. PAK A SAK, INC. EMPLOYEES RETIREMENT PLAN	AMARILLO, TX	Advisor / Consultant ADVISOR	151	$4.2M	$7K
PAK A SAK, INC. PAK A SAK, INC. EMPLOYEES RETIREMENT PLAN