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Original filing (PDF)20251007115200NAL0004718689001
SOUTHWEST CABINET CORP
Form 5500
FILING_RECEIVED
ANTON CABINETRY 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
110
Accounts w/ balance
95
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHWEST CABINET CORP.
Plan sponsor
Name
SOUTHWEST CABINET CORP
DBA
ANTON CABINETRY
EIN
75-1737934
Address
2002 PIONEER PARKWAY WEST · ARLINGTON, TX · 76013
Phone
(817) 460-8681
Industry
Constructionsee 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
2025-10-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PSK, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE FINANCIAL | 31-4156830 | — | CUSTODIAN | $17K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISORS | — | EL SEGUNDO, CA | FINANCIAL ADVISOR | $16K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INWEST RETIREMENT SOLUTIONS | — | MIDLAND, TX | TPA | $6K | — |
Investments
28 direct securities· $7.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nationwide Trust * Nationwide Fixed Selection Option | — | — | — | $963K | 13.6% | |
| Company American Funds 2030 Target Date Retirement R6 | — | — | — | $829K | 11.7% | |
| Aggregate SDBA Assets | — | — | — | $808K | 11.4% | |
| American Funds 2045 Target Date Retirement R6 | — | — | — | $655K | 9.3% | |
| American Funds 2025 Target Date Retirement R6 | — | — | — | $554K | 7.8% | |
| American Funds 2035 Target Date Retirement R6 | — | — | — | $477K | 6.8% | |
| PGIM Jennison Growth Z | — | — | — | $425K | 6.0% | |
| American Funds 2040 Target Date Retirement R6 | — | — | — | $354K | 5.0% | |
| American Funds 2050 Target Date Retirement R6 | — | — | — | $333K | 4.7% | |
| American Funds 2020 Target Date Retirement R6 | — | — | — | $319K | 4.5% | |
| PGIM High Yield Z | — | — | — | $269K | 3.8% | |
| Participant loans * Interest rates ranging from 4.25% to 9.50% | — | — | — | $163K | 2.3% | |
| American Funds 2060 Target Date Retirement R6 | — | — | — | $123K | 1.7% | |
| Putnam Income Y | — | — | — | $109K | 1.6% | |
| Fidelity Mid-Cap Index | — | — | — | $96K | 1.4% | |
| American Funds American Balanced R6 | — | — | — | $96K | 1.4% | |
| Vanguard Explorer Fund | — | — | — | $83K | 1.2% | |
| MFS Mid-Cap Growth R6 | — | — | — | $73K | 1.0% | |
| American Funds 2055 Target Date Retirement R6 | — | — | — | $67K | 0.9% | |
| American Funds Small-Cap World R6 | — | — | — | $64K | 0.9% | |
| Fidelity 500 Index | — | — | — | $53K | 0.8% | |
| Lord Abbett Bond Debenture R5 | — | — | — | $41K | 0.6% | |
| Fidelity Small-Cap Index | — | — | — | $37K | 0.5% | |
| JPMorgan Equity Income R5 | — | — | — | $20K | 0.3% | |
| American Century Mid-Cap R6 | — | — | — | $11K | 0.2% | |
| MFS International Intrinsic Value R4 | — | — | — | $11K | 0.2% | |
| JPMorgan Emerging Markets Equity Fund | — | — | — | $3K | <0.1% | |
| Fidelity Select Semiconductors Portfolio | — | — | — | $2K | <0.1% |