Plan Snapshot
- Plan Sponsor: Excelerate Energy LP
- Sponsor EIN: 881792778
- Sponsor Address: 2445 TECHNOLOGY FOREST BLVD, THE WOODLANDS, TX, 773815259
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $20.9M
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 | 138 | $20.9M | $565,211 | $1.7M |
| 2023 | 136 | $17.9M | $893,181 | $1.6M |
| 2022 | 126 | $15.3M | $733,145 | $1.5M |
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 |
|---|---|---|---|---|
| HOGAN TAYLOR LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOGAN TAYLOR LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $4,213 | — | $4,213 | — | — |
| 2023 | $8,882 | $8,000 | — | — | — |
| 2022 | $1,740 | — | — | — | $1,740 |