Texas Partners Bank 401(k) match, vesting and fees
What Texas Partners Bank's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 208 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Texas Partners Bank: employer contribution per participant | $2,358 | |
| Peer median | $3,090 |
| Texas Partners Bank: average balance | $91,821 | |
| Peer median | $119,169 |
| Texas Partners Bank: admin expenses ÷ assets | 0.19% | |
| Peer median | 0.10% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $16M at the end of plan year 2021 to $51.3M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 597 | $51.3M | $1.3M | $2,358 | 0.19% | Not published | Form 5500 ↗ |
| 2024 | 564 | $43.1M | $1.6M | $2,958 | 0.20% | Not published | Form 5500 ↗ |
| 2023 | 545 | $36.9M | $1.3M | $2,502 | 0.18% | Not published | Form 5500 ↗ |
| 2022 | 549 | $32M | $1.7M | $3,120 | 0.13% | Not published | Form 5500 ↗ |
| 2021 | 288 | $16M | $854K | $3,128 | 0.01% | Not published | Form 5500 ↗ |
Common questions
Does Texas Partners Bank match 401(k) contributions?
The match terms for the Texas Partners Bank 401(k) have not been published from its filing yet. The plan year 2025 filing reports $1.3M in employer contributions, about $2,358 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Texas Partners Bank 401(k) match vested?
The vesting schedule for the Texas Partners Bank 401(k) is not in the data published so far. Your Summary Plan Description states it.
Who manages the Texas Partners Bank 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Texas Partners Bank.
I left Texas Partners Bank. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Texas Partners Bank, (210) 807-5511) or the recordkeeper, Fidelity Investments Institutional. The Texas Partners Bank old 401(k) page lists the contacts from every plan filing. Find an old Texas Partners Bank 401(k)
Data from the public Form 5500 annual reports Texas Partners Bank filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Texas Partners Bank. Not financial advice. Report a correction · Methodology