Plan Snapshot
- Plan Sponsor: Klx Energy Services Holdings, INC
- Sponsor EIN: 364904146
- Sponsor Address: 3040 POST OAK BLVD., 15TH FLOOR, HOUSTON, TX, 77056
- Plan Type: 401(k)
- Total Participants: 1,860
- Total Assets: $83.9M
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. |
|---|---|---|---|---|
| 2023 | 1,860 | $83.9M | $3.4M | $10.0M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK | Recordkeeper | $195,131 | — | $195,131 |
| ALLIANT INSURANCE SERVICES, INC. | Investment Advisor | $52,000 | — | $52,000 |
| CALVETTI FERGUSON | Other Service Provider | $21,935 | — | $21,935 |
| WEAVER AND TIDWELL, LLP | Auditor | $16,429 | — | $16,429 |
| CURCIO WEBB, LLC | Other Service Provider | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — Recordkeeper
- 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: $295,495
- Estimated Expense Ratio: 0.352% 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 |
|---|---|---|---|---|---|
| 2023 | $295,547 | $65,747 | $191,436 | $38,364 | — |