Plan Snapshot
- Plan Sponsor: Estis Compression, LLC
- Sponsor EIN: 010713493
- Sponsor Address: 2019 HIGHWAY 135 N, KILGORE, TX, 75662
- Plan Type: 401(k)
- Total Participants: 320
- Total Assets: $7.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 320 | $7.9M | $354,798 | $679,013 |
| 2023 | 325 | $6.5M | $546,442 | $946,918 |
| 2022 | 234 | $4.6M | $289,916 | $726,827 |
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 |
|---|---|---|---|---|
| NATIONWIDE | Insurance Carrier | $63,668 | — | $63,668 |
| CREATIVE PLANNING | Investment Advisor | $57,950 | — | $57,950 |
| PROACCOUNT | Investment Advisor | $30,574 | — | $30,574 |
| LOCKTON INVESTMENT ADVISORS, LLC | Investment Advisor | $18,043 | — | $18,043 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — Insurance Carrier
- CREATIVE PLANNING — Investment Advisor
- PROACCOUNT — Investment Advisor
- LOCKTON INVESTMENT ADVISORS, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $170,235
- Estimated Expense Ratio: 2.146% 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 | $95,522 | — | — | — | — |
| 2023 | $53,745 | — | — | — | — |
| 2022 | $37,536 | — | $37,536 | — | — |