Plan Snapshot
- Plan Sponsor: Aggreko, LLC
- Sponsor EIN: 720692213
- Sponsor Address: 3732 MAGNOLIA PARKWAY, PEARLAND, TX, 77584
- Plan Type: 401(k)
- Total Participants: 1,436
- Total Assets: $217.4M
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 | 1,436 | $217.4M | $5.1M | $12.1M |
| 2023 | 1,335 | $194.2M | $4.4M | $11.0M |
| 2022 | 1,180 | $173.4M | $4.5M | $11.1M |
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 |
|---|---|---|---|---|
| MEADEN & MOORE, LTD | Auditor | $30,000 | — | $30,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MEADEN & MOORE, LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,000
- Estimated Expense Ratio: 0.014% 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 | $237,145 | $178,890 | — | $30,000 | — |
| 2023 | $191,822 | $191,822 | — | — | — |
| 2022 | $181,811 | $180,911 | — | — | — |