Plan Snapshot
- Plan Sponsor: Aethon Energy Operating LLC
- Sponsor EIN: 471238081
- Sponsor Address: 12377 MERIT DRIVE, DALLAS, TX, 75251
- Plan Type: 401(k)
- Total Participants: 327
- Total Assets: $46.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 327 | $46.8M | $2.7M | $3.7M |
| 2023 | 318 | $39.6M | $3.0M | $3.8M |
| 2022 | 278 | $27.9M | $2.5M | $3.1M |
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 |
|---|---|---|---|---|
| WEAVER AND TIDWELL, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $3,315 | — | — | — | — |
| 2023 | $5,400 | — | $5,400 | — | — |
| 2022 | $23,375 | — | $3,225 | — | — |