# Cal-Tex Lumber Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/cal-tex-lumber-co-inc-401k-plan

> Cal-Tex Lumber Co., INC.'s 401(k) plan: 168 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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