Plan Snapshot
- Plan Sponsor: Calfrac Well Services Corp.
- Sponsor EIN: 841591738
- Sponsor Address: 707 17TH STREET, SUITE 2950, DENVER, CO, 80202
- Plan Type: 401(k)
- Total Participants: 733
- Total Assets: $50.6M
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 | 733 | $50.6M | $3.5M | $5.6M |
| 2023 | 860 | $43.9M | $3.8M | $5.7M |
| 2022 | 1,165 | $32.6M | $3.1M | $4.6M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $132,077 | — | $132,077 |
| CREATIVE PLANNING LLC | ADVISOR | $67,065 | — | $67,065 |
| BDO USA, P.C. | AUDITOR | $35,000 | — | $35,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- CREATIVE PLANNING LLC — ADVISOR
- BDO USA, P.C. — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $234,142
- Estimated Expense Ratio: 0.463% 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 | $234,142 | $67,065 | — | $35,000 | — |
| 2023 | $188,445 | $51,591 | — | $33,750 | — |
| 2022 | $172,232 | $46,188 | — | — | $22,750 |