Plan Snapshot
- Plan Sponsor: Csw Industrials INC
- Sponsor EIN: 472266942
- Sponsor Address: 5420 LYNDON B JOHNSON FREEWAY #500, DALLAS, TX, 752401007
- Plan Type: 401(k)
- Total Participants: 1,081
- Total Assets: $77.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,081 | $77.2M | $7.1M | $6.2M |
| 2023 | 925 | $61.9M | $6.3M | $5.5M |
| 2022 | 897 | $48.1M | $5.7M | $5.0M |
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 |
|---|---|---|---|---|
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN LLP — 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 | $211,884 | $54,975 | $156,909 | — | — |
| 2023 | $177,727 | $54,977 | $122,750 | — | — |
| 2022 | $179,869 | $66,529 | $113,340 | — | — |