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Original filing (PDF)20250911152101NAL0000318547001
TEXAS BOLL WEEVIL ERADICATION
Form 5500
FILING_RECEIVED
TEXAS BOLL WEEVIL ERADICATION FOUNDATION, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
219
Accounts w/ balance
170
Plan assets (EOY)
$10.8M
Net assets (EOY)
$10.8M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEXAS BOLL WEEVIL ERADICATION.
Plan sponsor
Name
TEXAS BOLL WEEVIL ERADICATION
EIN
74-2686783
Address
P.O. BOX 5089 · ABILENE, TX · 79608
Phone
(325) 672-2800
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $38K | — |
Investments
28 direct securities · 1 pooled fund· $21.5M(100% of reported assets)
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.
Uncategorized
$10.8M
28 holdings
Pooled Separate Account
$10.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $10.7M | 99.5% | |
| JP Morgan Large Cap Growth Pooled Separate Account N/A | — | — | — | $2.1M | 19.8% | |
| FID LG cap Val IDX Pooled Separate Account N/A | — | — | — | $1.2M | 11.5% | |
| Dodge & Cox Stock Fund Pooled Separate Account N/A | — | — | — | $891K | 8.3% | |
| Vanguard Interm Bond Index Admin Pooled Separate Account N/A | — | — | — | $853K | 7.9% | |
| Columbia Contrarian Core Pooled Separate Account N/A | — | — | — | $812K | 7.5% | |
| DFA US Small Cap Portfolio Pooled Separate Account N/A | — | — | — | $684K | 6.3% | |
| DFA International Value Port Pooled Separate Account N/A | — | — | — | $566K | 5.2% | |
| Fidelity Large Cap Growth IDX Pooled Separate Account N/A | — | — | — | $552K | 5.1% | |
| Vanguard Lifestrategy Mod Gro Pooled Separate Account N/A | — | — | — | $492K | 4.6% | |
| T Rowe Price Small Cap Stock Pooled Separate Account N/A | — | — | — | $408K | 3.8% | |
| Vanguard Small Cap Gro Ind Adm Pooled Separate Account N/A | — | — | — | $372K | 3.4% | |
| Minnesota Life Insurance Company * Securian Money Market Pooled Separate Account N/A | — | — | — | $295K | 2.7% | |
| Securian AM S&P 500 Index Pooled Separate Account N/A | — | — | — | $282K | 2.6% | |
| Allspring Special Small Cap Value Pooled Separate Account N/A | — | — | — | $230K | 2.1% | |
| Vanguard Lifestrategy Growth Pooled Separate Account N/A | — | — | — | $206K | 1.9% | |
| Vanguard Mid Cap Gro Index Adm Pooled Separate Account N/A | — | — | — | $153K | 1.4% | |
| Cohen & Steers RE Securities Pooled Separate Account N/A | — | — | — | $133K | 1.2% | |
| Vanguard Mid Cap Val Index Adm Pooled Separate Account N/A | — | — | — | $84K | 0.8% | |
| Vanguard Small Cap Val Ind Adm Pooled Separate Account N/A | — | — | — | $83K | 0.8% | |
| Vanguard Lifestrategy Cons Gro Pooled Separate Account N/A | — | — | — | $59K | 0.5% | |
| Minnesota Life Insurance Company Guaranteed Investment Contract N/A | — | — | — | $53K | 0.5% | |
| American Century Equity Inc R6 Pooled Separate Account N/A | — | — | — | $53K | 0.5% | |
| Vanguard Extended Market Index Adm Pooled Separate Account N/A | — | — | — | $45K | 0.4% | |
| Vanguard Mid Cap Index Admiral Pooled Separate Account N/A | — | — | — | $45K | 0.4% | |
| Vanguard Small Cap Index Adm Pooled Separate Account N/A | — | — | — | $33K | 0.3% | |
| Fidelity Emerging Markets Index Pooled Separate Account N/A | — | — | — | $17K | 0.2% | |
| Columbia Ltd Dur Crdt Adv Pooled Separate Account N/A | — | — | — | $13K | 0.1% | |
| American Century Mid Cap Val R6 Pooled Separate Account N/A | — | — | — | $2K | <0.1% |
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