# C.L. Thomas, INC. 401(k) Plan
Source: https://planprovider.pro/companies/c-l-thomas-inc-401k-plan

> C.L. Thomas, INC.'s 401(k) plan: 1,164 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** C.L. Thomas, INC.

- **Sponsor EIN:** 742137687

- **Sponsor Address:** 701 N MAIN, VICTORIA, TX, 77901

- **Plan Type:** 401(k)

- **Total Participants:** 1,164

- **Total Assets:** $28.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,164|$28.9M|$358,459|$754,117|

| 2023|762|$24.5M|$329,900|$694,530|

| 2022|584|$19.7M|$307,645|$661,858|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| STRATEGIC ADVISORS, INC.|ADVISOR|$9,433|—|$9,433|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$9,174|—|$9,174|

| MELTON & MELTON, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MELTON & MELTON, LLP](https://planprovider.pro/provider/melton-and-melton-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $18,607

- **Estimated Expense Ratio:** 0.064% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$18,607|$9,433|—|—|—|

| 2023|$10,287|$8,649|—|—|—|

| 2022|$8,261|$7,386|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/c-l-thomas-inc-401k-plan)

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