Plan Snapshot
- Plan Sponsor: Arena Energy, LLC
- Sponsor EIN: 852753300
- Sponsor Address: 2103 RESEARCH FOREST DRIVE, THE WOODLANDS, TX, 77380
- Plan Type: 401(k)
- Total Participants: 449
- Total Assets: $70.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 449 | $70.0M | $5.1M | $6.3M |
| 2023 | 432 | $52.4M | $2.6M | $5.3M |
| 2022 | 210 | $37.8M | $2.1M | $2.7M |
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 | $12,894 | — | $12,894 |
| BAKER TILLY US,LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- BAKER TILLY US,LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,894
- Estimated Expense Ratio: 0.018% 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 | $15,899 | $12,894 | — | — | — |
| 2023 | $6,103 | $4,540 | — | — | — |
| 2022 | $9,229 | $2,379 | — | — | — |