Plan Snapshot
- Plan Sponsor: Bj Energy Solutions, LLC
- Sponsor EIN: 852030877
- Sponsor Address: 2001 TIMBERLOCH PLACE SUITE 350, THE WOODLANDS, TX, 77380
- Plan Type: 401(k)
- Total Participants: 228
- Total Assets: $7.5M
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 | 228 | $7.5M | $429,873 | $1.2M |
| 2023 | 354 | $6.7M | $986,085 | $1.5M |
| 2022 | 352 | $3.8M | $404,776 | $1.0M |
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 |
|---|---|---|---|---|
| JRBT, PC | Auditor | — | — | $0 |
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 | $79,918 | $28,208 | — | — | — |
| 2023 | $51,464 | $18,885 | — | — | — |
| 2022 | $34,923 | $13,169 | $21,754 | — | — |