# Aera Energy Services Company DB Plan
Source: https://planprovider.pro/companies/aera-energy-services-company-plan-001

> Aera Energy Services Company's DB plan: 609 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 770456453

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

- **Plan Type:** DB

- **Total Participants:** 609

- **Total Assets:** $355.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|609|$355.3M|$0|$0|

| 2023|790|$423.8M|$0|$0|

| 2022|915|$390.2M|$40.6M|$0|

## 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|

| FIDELITY MANAGEMENT TRUST CO|TRUSTEE|$1,042,844|—|$1,042,844|

| INDEPENDENT FINANCIAL PARTNERS|NONE|$68,209|—|$68,209|

| BDO USA LLP|NONE|$24,669|—|$24,669|

### Verified Provider Profiles

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

- [BDO USA LLP](https://planprovider.pro/provider/bdo-usa-pc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,135,722

- **Estimated Expense Ratio:** 0.320% of plan assets

### 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|$1,633,342|$14,000|—|$10,770|—|

| 2023|$1,680,226|—|—|$21,044|—|

| 2022|$1,703,286|$1,526,152|—|—|$34,750|

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