Independence TX 401(k) match, vesting and fees
What Independence TX's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Community Trust and Investment Co. | Schedule C ↗ |
| Independent auditor | Whitley Penn LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 117 defined-contribution plans in mining, quarrying, and oil and gas extraction with 100 to 499 participants.
| Independence TX: employer contribution per participant | $1,899 | |
| Peer median | $3,252 |
| Independence TX: average balance | $4,921 | |
| Peer median | $62,338 |
| Independence TX: admin expenses ÷ assets | 0.74% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 206 | $1M | $391K | $1,899 | 0.74% | Not published | Form 5500 ↗ |
Common questions
Does Independence TX match 401(k) contributions?
The match terms for the Independence Tx, LLC 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $391K in employer contributions, about $1,899 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Independence TX 401(k) match vested?
The vesting schedule for the Independence Tx, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Independence TX 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Community Trust and Investment Co.. The plan administrator is Independence Tx, LLC.
I left Independence TX. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Independence Tx, LLC, (952) 451-1167) or the recordkeeper, Community Trust and Investment Co.. The Independence TX old 401(k) page lists the contacts from every plan filing. Find an old Independence TX 401(k)
Data from the public Form 5500 annual reports Independence TX filed with the U.S. Department of Labor (plan years 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Independence TX. Not financial advice. Report a correction · Methodology