# Forum Energy Technologies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/forum-energy-technologies-inc-401k-plan

> Forum Energy Technologies, INC.'s 401(k) plan: 1,076 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Forum Energy Technologies, INC.

- **Sponsor EIN:** 611488595

- **Sponsor Address:** 10344 SAM HOUSTON PARK DRIVE, HOUSTON, TX, 77064

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

- **Total Participants:** 1,076

- **Total Assets:** $123.3M

## 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|1,076|$123.3M|$4.0M|$6.6M|

| 2023|1,100|$109.3M|$3.5M|$6.2M|

| 2022|1,058|$91.4M|$2.7M|$5.2M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$88,345|—|$88,345|

| PRIME CAPITAL INVESTMENT ADVISORS|ADVISOR|$64,953|—|$64,953|

| STRATEGIC ADVISORS, INC.|ADVISOR|$11,663|—|$11,663|

| WEAVER AND TIDWELL LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

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

- [WEAVER AND TIDWELL LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $164,961

- **Estimated Expense Ratio:** 0.134% 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|$164,961|$76,616|$1,500|—|—|

| 2023|$184,419|$69,248|$1,200|$21,630|—|

| 2022|$161,850|$293|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/forum-energy-technologies-inc-401k-plan)

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