Original filing (PDF)20240916144457NAL0001633729001

FOXWORTH-GALBRAITH LUMBER COMPANY

Name: FOXWORTH-GALBRAITH LUMBER COMPANY — FOXWORTH-GALBRAITH LUMBER COMPANY & ASSOCIATED COMPANIES 401(K) PLAN, Form 5500 (2023)
Creator: FOXWORTH-GALBRAITH LUMBER COMPANY

Form 5500

FILING_RECEIVED

FOXWORTH-GALBRAITH LUMBER COMPANY & ASSOCIATED COMPANIES 401(K) PLAN

401(k) retirement plan

Signals · 2

Fraud / dishonesty lossCorrective distributions issued

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

4 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FOXWORTH-GALBRAITH LUMBER COMPANY.

Plan sponsor

Name

FOXWORTH-GALBRAITH LUMBER COMPANY

EIN

75-0278040

Address

4965 PRESTON PARK BLVD. · SUITE 400 · PLANO, TX · 75093

Phone

(972) 665-2400

Industry

Agriculture, Forestry, Fishing, Huntingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-11-16

Filed

2024-09-16

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)

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILSHIRE ADVISORS LLC	95-2755361	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$68K	—

Investments

4 pooled funds· $0

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.

			% of plan
PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001	Common Collective Trust	$0	—
PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001	Common Collective Trust	$0	—
PRIN/D&C INT BOND CIT N SEI TRUST COMPANY · EIN 47-6566265 / PN 001	Common Collective Trust	$0	—
PRIN/T.ROWE I LGC GR CIT N SEI TRUST COMPANY · EIN 45-6648614 / PN 001	Common Collective Trust	$0	—