# Ethosenergy Gts Holdings (Us) LLC 401(k) Plan
Source: https://planprovider.pro/companies/ethosenergy-gts-holdings-us-llc-401k-plan-001

> Ethosenergy Gts Holdings (Us) LLC's 401(k) plan: 1,342 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ethosenergy Gts Holdings (Us) LLC

- **Sponsor EIN:** 760466008

- **Sponsor Address:** 3100 SOUTH SAM HOUSTON PARKWAY EAST, HOUSTON, TX, 77047

- **Plan Type:** 401(k)

- **Total Participants:** 1,342

- **Total Assets:** $337.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|1,342|$337.3M|$8.4M|$13.9M|

| 2023|1,347|$306.3M|$7.7M|$12.6M|

| 2022|1,280|$268.8M|$7.2M|$12.1M|

## 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|

| MORGAN STANLEY|INVESTMENT ADVISOR|$93,489|—|$93,489|

| STRATEGIC ADVISORS, INC.|ADVISOR|$47,746|—|$47,746|

| WHITTLESEY PC|ACCOUNTANT/AUDITOR|$27,250|—|$27,250|

| CROWE LLP|ACCOUNTANT/AUDITOR|$18,038|—|$18,038|

### 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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $186,523

- **Estimated Expense Ratio:** 0.055% 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|$95,012|$141,234|$1,500|$45,288|—|

| 2023|-$34,709|$30,748|—|—|—|

| 2022|$61,496|$14,518|—|—|—|

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