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Filters:State: TX City: MT. PLEASANT Clear all

Companies

companyPriefert Mfg Co., Inc.
$31.3Mreported plan assets
EIN: 75-1236931Location: TXPlans: 2Participants: 1,982Latest: 2023
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companyGuaranty Bancshares, Inc.
$59.3Mreported plan assets
EIN: 75-1656431Location: TXPlans: 1Participants: 694Latest: 2023
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companyRonnie Dunavant Insurance Agency
$1.2Mreported plan assets
EIN: 75-2413162Location: TXPlans: 1Participants: 4Latest: 2023
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Plans

planGuaranty Bancshares, Inc. Esop W/401(K) ProvisionsFinancial statementProvider compensation2023 filing
$59.3Mreported assets (EOY)
Sponsor: Guaranty Bancshares, Inc.EIN: 75-1656431Plan: 001Participants: 694Assets: $59,255,346Net assets: $59.3MAssets / participant: $85.4KLocation: Mt. Pleasant, TXLatest: 2023
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planPriefert Manufacturing Co., Inc. 401(K) Retirement TrustFinancial statementProvider compensation2023 filing
$31.3Mreported assets (EOY)
Sponsor: Priefert Manufacturing Company, IncEIN: 75-1236931Plan: 001Participants: 1,102Assets: $31,278,437Net assets: $31.3MAssets / participant: $28.4KLocation: Mt. Pleasant, TXLatest: 2023
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planRonnie Dunavant Insurance AgencyFinancial statement2023 filing
$1.2Mreported assets (EOY)
Sponsor: Ronnie Dunavant Insurance AgencyEIN: 75-2413162Plan: 001Participants: 4Assets: $1,235,470Net assets: $1.2MAssets / participant: $308.9KLocation: Mt. Pleasant, TXLatest: 2023
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planPriefert Employee Benefit PlanProvider compensation2023 filing
Sponsor: Priefert Mfg Co., Inc.EIN: 75-1236931Plan: 501Participants: 880Assets: not reported in the loaded datasetLocation: Mt. Pleasant, TXLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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