Plan Snapshot
- Plan Sponsor: Oil States International, INC.
- Sponsor EIN: 760476605
- Sponsor Address: 333 CLAY ST. #4620, HOUSTON, TX, 77002
- Plan Type: 401(k)
- Total Participants: 1,613
- Total Assets: $252.8M
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 | 1,613 | $252.8M | $5.7M | $9.5M |
| 2023 | 1,975 | $231.6M | $5.9M | $10.1M |
| 2022 | 2,062 | $205.9M | $1.6M | $9.2M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $86,518 | — | $86,518 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $33,275 | — | $33,275 |
| CORNWELL JACKSON | ACCOUNTANT/AUDITOR | $12,790 | — | $12,790 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- CORNWELL JACKSON — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $132,583
- Estimated Expense Ratio: 0.052% 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 | $132,583 | $86,518 | $600 | $12,790 | — |
| 2023 | $151,122 | $101,141 | $1,800 | $23,057 | — |
| 2022 | $167,173 | $123,999 | — | — | — |