Plan Snapshot
- Plan Sponsor: Cactus Wellhead, LLC
- Sponsor EIN: 452727039
- Sponsor Address: 920 MEMORIAL CITY WAY SUITE 300, HOUSTON, TX, 77024
- Plan Type: 401(k)
- Total Participants: 1,492
- Total Assets: $83.8M
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 | 1,492 | $83.8M | $5.4M | $9.6M |
| 2023 | 1,501 | $66.1M | $4.8M | $8.1M |
| 2022 | 991 | $42.6M | $3.5M | $5.7M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $84,604 | — | $84,604 |
| MORGAN STANLEY | INVESTMENT ADVISOR | $50,000 | — | $50,000 |
| BDO USA, P.C. | OTHER | $26,936 | — | $26,936 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $161,540
- Estimated Expense Ratio: 0.193% 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 | $182,696 | $52,289 | — | — | — |
| 2023 | $147,222 | $50,000 | $96,814 | — | — |
| 2022 | $219,160 | $50,000 | $141,045 | — | $25,533 |