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Original filing (PDF)20250731143013NAL0008679232001

FRANK MAYBORN ENTERPRISES, INC

Form 5500
FILING_RECEIVED
MAYBORN ENTERPRISES THRIFT INCENTIVE PLAN AND TRUST
Defined-contribution retirement plan
Signals · 1
~134 bps in Sched C fees
Active participants
39
Accounts w/ balance
62
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
  • 134 bps in Schedule C fees — 158% above peer band of 52 bps.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FRANK MAYBORN ENTERPRISES, INC.
Plan sponsor
Name
FRANK MAYBORN ENTERPRISES, INC
EIN
74-2008402
Address
P.O. BOX 6114 · TEMPLE, TX · 76503
Phone
(254) 778-4444
Industry
Information / Tech / Mediasee all
Plan administrator
Name
FRANK MAYBORN ENTERPRISES, INC
EIN
74-2008402
City
TEMPLE, TX
Phone
(254) 778-4444
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
LUDWICK,MONTGOMERY,& STAPP, P.C.
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
JULY BUSINESS SERVICES74-2715820WACO, TXRECORDKEEPING$7K
Trustee
1
NameEINLocationRelationDirect compIndirect comp
EXTRACO BANKS74-0935612TEMPLE, TXTRUSTEE$12K
Accountant / Auditor
1
NameEINLocationRelationDirect compIndirect comp
LUDWICK, MONTGOMERY,& STAPP, P.C.74-2243906TEMPLE, TXAUDITOR$11K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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