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Original filing (PDF)20251014083353NAL0005104754001
TUBES, INC.
Form 5500
FILING_RECEIVED
TUBES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
78
Accounts w/ balance
63
Plan assets (EOY)
$8.4M
Net assets (EOY)
$8.4M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Invest Govt & Agency Mutual Fund" is 29% of plan.
Helping the score
- Below-peer total fees (33 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TUBES, INC..
Plan sponsor
Name
TUBES, INC.
EIN
76-0121226
Address
9401 TELGE ROAD · HOUSTON, TX · 77095
Phone
(281) 858-8300
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CALVIN MARTIN & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOKF, NA | — | TULSA, OK | TRUSTEE | $28K | — |
Investments
23 direct securities· $8.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Invest Govt & Agency Mutual Fund | — | — | — | $2.4M | 28.8% | |
| Vanguard Tar Retirement 2040 Mutual Fund | — | — | — | $1.3M | 15.6% | |
| Vanguard Tar Retirement 2020 Mutual Fund | — | — | — | $858K | 10.2% | |
| Vanguard Tar Retirement 2025 Mutual Fund | — | — | — | $839K | 9.9% | |
| Vanguard Tar Retirement 2045 Mutual Fund | — | — | — | $422K | 5.0% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $404K | 4.8% | |
| Vanguard Tar Retirement Income Mutual Fund | — | — | — | $381K | 4.5% | |
| Vanguard Tar Retirement 2035 Mutual Fund | — | — | — | $296K | 3.5% | |
| Vanguard Tar Retirement 2030 Mutual Fund | — | — | — | $206K | 2.4% | |
| Vanguard Tot BD Mkt Index - Adm Mutual Fund | — | — | — | $184K | 2.2% | |
| T. Rowe Growth Stock Mutual Fund | — | — | — | $168K | 2.0% | |
| Vanguard Total Intl Stock index Adm Mutual Fund | — | — | — | $167K | 2.0% | |
| Vanguard M/C Index Adm Mutual Fund | — | — | — | $157K | 1.9% | |
| Vanguard Infl Prot Secs Adm Mutual Fund | — | — | — | $147K | 1.7% | |
| Met West Tot Ret BD Mutual Fund | — | — | — | $143K | 1.7% | |
| Vanguard S/C Index Adm Mutual Fund | — | — | — | $110K | 1.3% | |
| Vanguard Tar Retirement 2055 Mutual Fund ** 379 Vanguard Tar Retirement 2060 Mutual Fund | — | — | — | $53K | 0.6% | |
| American Europacific Growth Mutual Fund | — | — | — | $40K | 0.5% | |
| MFS Value R6 Mutual Fund | — | — | — | $37K | 0.4% | |
| American Beacon Intl Equity Mutual Fund | — | — | — | $28K | 0.3% | |
| Vanguard Tar Retirement 2050 Mutual Fund | — | — | — | $23K | 0.3% | |
| Massmutual M/C Growth Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard S/C Growth Index Adm Mutual Fund | — | — | — | $5K | <0.1% |