# Calfrac Well Services Corp. 401(k) Plan
Source: https://planprovider.pro/companies/calfrac-well-services-corp-401k-plan

> Calfrac Well Services Corp.'s 401(k) plan: 733 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — 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|

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