Plan Snapshot
- Plan Sponsor: Cal-Tex Lumber Co., INC.
- Sponsor EIN: 742466148
- Sponsor Address: PO BOX 631010, NACOGDOCHES, TX, 759631010
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $19.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 168 | $19.7M | $658,612 | $665,013 |
| 2023 | 167 | $18.0M | $543,330 | $685,077 |
| 2022 | 164 | $15.1M | $701,245 | $666,084 |
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 |
|---|---|---|---|---|
| KIMBERLIN COMPANY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIMBERLIN COMPANY, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $31,259 | $1,982 | — | — | — |
| 2023 | $34,780 | $10,000 | — | — | — |
| 2022 | $17,708 | $10,000 | $7,708 | — | — |