# Kestrel Field Services, INC. DC Plan
Source: https://planprovider.pro/companies/kestrel-field-services-inc-plan-001

> Kestrel Field Services, INC.'s DC plan: 400 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kestrel Field Services, INC.

- **Sponsor EIN:** 020790800

- **Sponsor Address:** 9601 JONES RD, SUITE 242, HOUSTON, TX, 77065

- **Plan Type:** DC

- **Total Participants:** 400

- **Total Assets:** $17.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|400|$17.3M|$618,899|$1.3M|

| 2023|266|$15.3M|$547,483|$1.3M|

| 2022|304|$13.2M|$472,712|$1.1M|

## 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|

| ROYAL ALLIANCE ASSOCIATES, INC.|BROKER/DEALER|—|$37,567|$37,567|

| THE ALLOCATION COMPANY|THIRD PARTY ADMINISTRATO|—|$7,882|$7,882|

| VOYA RETIREMENT INSURANCE AND ANNUI|SERVICE PROVIDER|$7,066|—|$7,066|

| BENTLEY BRATCHER & ASSOCIATES, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ROYAL ALLIANCE ASSOCIATES, INC.](https://planprovider.pro/provider/royal-alliance-associates-inc) — BROKER/DEALER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $52,515

- **Estimated Expense Ratio:** 0.304% 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|$15,150|$7,775|$6,500|—|—|

| 2023|$10,949|—|—|—|—|

| 2022|$8,910|—|—|—|—|

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