Plan Snapshot
- Plan Sponsor: Gr Energy Services Mgt LP
- Sponsor EIN: 800929135
- Sponsor Address: 2150 TOWN SQUARE PLACE, STE 410, SUGAR LAND, TX, 774791465
- Plan Type: 401(k)
- Total Participants: 600
- Total Assets: $12.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 600 | $12.6M | $0 | $2.8M |
| 2023 | 957 | $10.5M | $0 | $2.3M |
| 2022 | 873 | $8.1M | $0 | $1.9M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $49,739 | — | $49,739 |
| LOREN D STARK COMPANY INC | CONTRACT ADMIN | $9,600 | $2,745 | $12,345 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,084
- Estimated Expense Ratio: 0.493% 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 | $59,339 | — | $49,739 | — | — |
| 2023 | $73,628 | — | $70,268 | — | — |
| 2022 | $17,264 | — | $16,036 | — | — |