TRIUMPH FINANCIAL, INC. 401(K) PLAN

Plan Contact

  • Address: 12700 PARK CENTRAL DRIVE, STE. 1700,DALLAS,TX
  • Contact person: RUTH SIMPSON
  • Phone: (214) 365-6900

Plan General Information

TRIUMPH FINANCIAL, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of TRIUMPH FINANCIAL, INC. 401(K) PLAN is $80,056,614.00.This plan was established in 2007.

TRIUMPH FINANCIAL, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in TRIUMPH FINANCIAL, INC. 401(K) PLAN is 1919

TRIUMPH FINANCIAL, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for TRIUMPH FINANCIAL, INC. 401(K) PLAN is $41,717.00

TRIUMPH FINANCIAL, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for TRIUMPH FINANCIAL, INC. 401(K) PLAN is $8,704.00.

TRIUMPH FINANCIAL, INC. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in TRIUMPH FINANCIAL, INC. 401(K) PLAN is approximately $2,310.00
Investing in this additonal $2,310.00 for 20 years would give you extra $147,840.00, assuming a 10% annual return.

TRIUMPH FINANCIAL, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, TRIUMPH FINANCIAL, INC. 401(K) PLAN allocates $4,432,902.00 to match its employees' contributions, providing an employer match rate of 53.07% of their contributions

TRIUMPH FINANCIAL, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of TRIUMPH FINANCIAL, INC. 401(K) PLAN is 26.21%.

TRIUMPH FINANCIAL, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for TRIUMPH FINANCIAL, INC. 401(K) PLAN is 18.29%. This measures the effectiveness of the plan participants' investments in the year.

TRIUMPH FINANCIAL, INC. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of TRIUMPH FINANCIAL, INC. 401(K) PLAN is 0.16%.

Enrollment Features

TRIUMPH FINANCIAL, INC. 401(K) PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.

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