# Hep Services LLC 401(k) Plan
Source: https://planprovider.pro/companies/hep-services-llc-401k-plan

> Hep Services LLC's 401(k) plan: 398 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hep Services LLC

- **Sponsor EIN:** 364855577

- **Sponsor Address:** 16211 LA CANTERA PKWY #202, SAN ANTONIO, TX, 78256

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

- **Total Participants:** 398

- **Total Assets:** $42.1M

## 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|398|$42.1M|$2.1M|$4.0M|

| 2023|362|$31.5M|$2.0M|$3.3M|

| 2022|327|$22.8M|$1.7M|$2.9M|

## 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|

| LPL FINANCIAL LLC|ADVISOR|$50,782|—|$50,782|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$16,842|—|$16,842|

| MELTON & MELTON, L.L.P.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/lpl-financial-llc) — ADVISOR

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

- [MELTON & MELTON, L.L.P.](https://planprovider.pro/provider/melton-and-melton-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $67,624

- **Estimated Expense Ratio:** 0.161% 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|$67,624|$50,782|—|—|—|

| 2023|$34,523|$37,827|—|—|—|

| 2022|$22,983|—|—|—|—|

## Similar Plans

- [W & T Offshore, INC.](https://planprovider.pro/companies/w-t-offshore-inc-401k-plan) — 405 participants

- [Enterprise Offshore Drilling LLC](https://planprovider.pro/companies/enterprise-offshore-drilling-llc-401k-plan) — 407 participants

- [Rwls, LLC](https://planprovider.pro/companies/rwls-llc-401k-plan) — 350 participants

- [Arena Energy, LLC](https://planprovider.pro/companies/arena-energy-llc-401k-plan) — 449 participants

- [Independence Contract Drilling, INC.](https://planprovider.pro/companies/independence-contract-drilling-inc-401k-plan) — 332 participants

- [Permian Resources Management, LLC](https://planprovider.pro/companies/permian-resources-management-llc-401k-plan) — 483 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hep-services-llc-401k-plan)

© 2026 PlanProvider.Pro