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CSW INDUSTRIALS, INC. — CSW INDUSTRIALS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251218055927NAL0002530547001
CSW INDUSTRIALS, INC.
Form 5500
FILING_RECEIVED
CSW INDUSTRIALS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
100% in single holding
No recordkeeper disclosed
Active participants
885
Accounts w/ balance
1,327
Plan assets (EOY)
$131.1M
Net assets (EOY)
$131.1M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CSW INDUSTRIALS, INC.
.
Find decision makers
Plan sponsor
Name
CSW INDUSTRIALS, INC.
EIN
47-2266942
Address
5420 LYNDON B. JOHNSON FREEWAY · SUITE 500 · DALLAS, TX · 75240
Phone
(214) 884-3811
Industry
Manufacturing
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-12-18
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
WHITLEY PENN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
2 direct securities
· $126.2M
(96% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
CSW Industrials, Inc.
—
—
$52.2M
$126.2M
96.3%
CSW INDUSTRIALS, INC, ESOP CSH
—
—
$43
$43
<0.1%
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Knocking points off
Top holding "CSW Industrials, Inc." is 100% of plan.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
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