# Patterson-Uti Energy, INC 401(k) Plan
Source: https://planprovider.pro/companies/patterson-uti-energy-inc-401k-plan

> Patterson-Uti Energy, INC's 401(k) plan: 8,297 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Patterson-Uti Energy, INC

- **Sponsor EIN:** 752504748

- **Sponsor Address:** PO DRAWER 1416, SNYDER, TX, 79550

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

- **Total Participants:** 8,297

- **Total Assets:** $613.0M

## 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|8,297|$613.0M|$11.3M|$20.4M|

| 2023|5,714|$265.9M|$12.1M|$21.6M|

| 2022|6,304|$200.7M|$11.2M|$19.6M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$239,858|—|$239,858|

| STRATEGIC ADVISORS, INC.|ADVISOR|$139,840|—|$139,840|

| PRIME CAPITAL INVESTMENT ADVISOR, L|INVESTMENT ADVISOR|$12,500|—|$12,500|

| WEAVER AND TIDWELL, L.L.P.|Auditor|—|—|$0|

### Verified Provider Profiles

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

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [WEAVER AND TIDWELL, L.L.P.](https://planprovider.pro/provider/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:** $392,198

- **Estimated Expense Ratio:** 0.064% 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|$392,198|$152,340|$3,300|—|—|

| 2023|$393,592|$127,097|$2,700|—|—|

| 2022|$371,004|$94,396|—|—|—|

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