Suzanne Patterson signed Cal-TEX Lumber Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cal-TEX Lumber Co., Inc.'s EIN is 74-2466148.
Download the official 2024 Form 5500 (PDF) for Cal-TEX Lumber Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cal-TEX Lumber Co., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $2K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| STABLE VALUE FUND FEE CLASS R1 GREAT GRAY · EIN 85-4031707 / PN 000 | Common Collective Trust | — | — | $2.6M | 13.5% | |
| 4 Empower Trust Company, LLC Fidelity Blue Chip Growth Fund | Mutual Funds | — | — | $2.6M | 13.0% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $2.2M | 11.3% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.8M | 9.4% | |
| 9 Empower Trust Company, LLC Vanguard Wellesley Income Fund | Mutual Funds | — | — | $1.8M | 9.2% | |
| 3 Empower Trust Company, LLC Fidelity Advisor Worldwide Fund | Mutual Funds | — | — | $1.8M | 9.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $742K | 3.8% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $696K | 3.5% | |
| 10 Empower Trust Company, LLC Vanguard Wellington Fund | Mutual Funds | — | — | $626K | 3.2% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $573K | 2.9% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $467K | 2.4% | |
| 2 Empower Trust Company, LLC American Funds The Bond Fund of America | Mutual Funds | — | — | $422K | 2.1% | |
| s 1 Empower Trust Company, LLC AB Global Bond Fund | Mutual Funds | — | — | $355K | 1.8% | |
| 8 Empower Trust Company, LLC Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | — | $353K | 1.8% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $346K | 1.8% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $311K | 1.6% | |
| 6 Empower Trust Company, LLC Vanguard Small Cap Growth Index Fund | Common Collective Trusts | — | — | $202K | 1.0% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $192K | 1.0% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $176K | 0.9% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $156K | 0.8% | |
| INTERNATIONAL EQUITY FUND FEE CLASS GREAT GRAY · EIN 38-4139853 / PN 000 | Common Collective Trust | — | — | $105K | 0.5% | |
| 5 Empower Trust Company, LLC JP Morgan Mid Cap Growth Fund | Common Stocks | — | — | $88K | 0.4% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7264569 / PN 000 | Common Collective Trust | — | — | $39K | 0.2% | |
| 7 Empower Trust Company, LLC Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $33K | 0.2% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $16K | <0.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271341 / PN 735 | Common Collective Trust | — | — | $15K | <0.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7264570 / PN 734 | Common Collective Trust | — | — | $14K | <0.1% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
