# Csw Industrials INC 401(k) Plan
Source: https://planprovider.pro/companies/csw-industrials-inc-401k-plan

> Csw Industrials INC's 401(k) plan: 1,081 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$156,909|—|$156,909|

| SAGEVIEW ADVISORY GROUP, LLC|INVESTMENT ADVISORY|$54,975|$25|$55,000|

| WHITLEY PENN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SAGEVIEW ADVISORY GROUP, LLC](https://planprovider.pro/provider/sageview-advisory-group) — INVESTMENT ADVISORY

- [WHITLEY PENN LLP](https://planprovider.pro/provider/whitley-penn-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $211,909

- **Estimated Expense Ratio:** 0.274% 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|$211,884|$54,975|$156,909|—|—|

| 2023|$177,727|$54,977|$122,750|—|—|

| 2022|$179,869|$66,529|$113,340|—|—|

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