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Original filing (PDF)20251010071609NAL0007752305001
COMPX INTERNATIONAL INC.
Form 5500
FILING_RECEIVED
COMPX CAPITAL ACCUMULATION PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 1
31% in single holding
Active participants
478
Accounts w/ balance
522
Plan assets (EOY)
$31.1M
Net assets (EOY)
$31.1M
How this plan invests
This plan
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
84
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Total Bond Fund 1, 060 039 shares" is 31% of plan.
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPX INTERNATIONAL INC..
Plan sponsor
Name
COMPX INTERNATIONAL INC.
EIN
57-0981653
Address
5430 LBJ FWY., STE. 1700 · DALLAS, TX · 75240
Phone
(972) 233-1700
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
470
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SUTTON FROST CARY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $9K | — |
Investments
10 direct securities· $29.5M(95% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Total Bond Fund 1, 060 039 shares | — | — | $9.2M | $9.2M | 29.6% | |
| Fidelity Blue Chip Growth Fund 115,345 shares | — | — | $2.9M | $4.2M | 13.7% | |
| Diamond Hill Large Cap Fund 107,707 shares | — | — | $3.4M | $3.5M | 11.2% | |
| BlackRock Strategic Income Opportunities Fund 309,778 shares | — | — | $2.8M | $2.9M | 9.4% | |
| Vanguard International Value Fund 66,253 shares | — | — | $2.6M | $2.5M | 8.0% | |
| MFS International Growth Fund 55,808 shares | — | — | $2.2M | $2.3M | 7.4% | |
| American Beacon Small Cap Value – I Fund 68,585 shares | — | — | $1.7M | $1.7M | 5.4% | |
| Acadian Emerging Markets Fund 64,226 shares | — | — | $1.3M | $1.5M | 4.7% | |
| PIMCO All Asset Fund 132,744 shares | — | — | $1.4M | $1.4M | 4.6% | |
| Fidelity Government Money Market Fund 230,158 shares | — | — | $230K | $230K | 0.7% |
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