# Aera Energy Services Company 401(k) Plan
Source: https://planprovider.pro/companies/aera-energy-services-company-401k-plan

> Aera Energy Services Company&#39;s 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Aera Energy Services Company

- **Sponsor EIN:** 770456453

- **Sponsor Address:** 10000 MING AVENUE, BAKERSFIELD, CA, 93311

- **Plan Type:** 401(k)

- **Total Participants:** 0

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$0|$10.7M|$14.5M|

| 2023|840|$466.0M|$12.5M|$16.9M|

| 2022|948|$428.3M|$12.6M|$17.1M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| STRATEGIC ADVISORS, INC.|ADVISOR|$432,994|—|$432,994|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$282,160|—|$282,160|

| BDO USA, LLP|ACCOUNTANT/AUDITOR|$99,196|—|$99,196|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BDO USA, LLP](https://planprovider.pro/provider/bdo-usa-pc) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $814,350

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$221,998|$179,179|—|—|—|

| 2023|$406,318|$216,497|—|$49,598|—|

| 2022|$329,205|$268,589|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/aera-energy-services-company-401k-plan)

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