Plan Snapshot
- Plan Sponsor: Beusa Energy, LLC
- Sponsor EIN: 760518096
- Sponsor Address: 1780 HUGHES LANDING BOULEVARD, THE WOODLANDS, TX, 77380
- Plan Type: 401(k)
- Total Participants: 1,191
- Total Assets: $69.0M
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 | 1,191 | $69.0M | $7.5M | $9.1M |
| 2023 | 916 | $47.6M | $5.4M | $6.4M |
| 2022 | 642 | $32.6M | $3.5M | $4.3M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | Other Service Provider | $257,814 | $352 | $258,166 |
| CREATIVE PLANNING HOLD CO, LLC | Investment Advisor | — | $74,886 | $74,886 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING HOLD CO, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $333,052
- Estimated Expense Ratio: 0.482% 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 | $257,814 | $59,854 | $185,650 | — | — |
| 2023 | $72,226 | $1 | $64,925 | — | — |
| 2022 | $129,932 | — | — | — | — |