How big is Caltex Oil Tools, LLC's plan?

Caltex Oil Tools, LLC's plan reported $1.4M in assets and 32 participants for 2024.

Original filing (PDF)20250917112751NAL0000393968001

Caltex Oil Tools, LLC

Name: Caltex Oil Tools, LLC — Caltex Oil Tools 401(k) Plan, Form 5500 (2024)
Creator: Caltex Oil Tools, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caltex Oil Tools 401(k) Plan

401(k) retirement plan · Caltex Oil Tools, LLC's Caltex Oil Tools 401(k) Plan held $1.4M in plan assets for 32 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Brett Borne signed Caltex Oil Tools, LLC's 2024 Form 5500 as plan administrator.

Brett Borne — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Caltex Oil Tools, LLC's EIN is 38-4077599.

EIN 38-4077599

Plan number 001

Plan year 2024

ACK ID 20250917112751NAL0000393968001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Caltex Oil Tools, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Caltex Oil Tools, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALTEX OIL TOOLS, LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score