# Cactus Wellhead, LLC 401(k) Plan
Source: https://planprovider.pro/companies/cactus-wellhead-llc-401k-plan

> Cactus Wellhead, LLC's 401(k) plan: 1,492 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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