Plan Snapshot
- Plan Sponsor: Petro-Hunt, L.L.C.
- Sponsor EIN: 752756884
- Sponsor Address: 2101 CEDAR SPRINGS ROAD, DALLAS, TX, 75201
- Plan Type: 401(k)
- Total Participants: 484
- Total Assets: $224.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 484 | $224.8M | $5.6M | $7.4M |
| 2023 | 472 | $204.6M | $5.5M | $7.3M |
| 2022 | 447 | $177.7M | $4.6M | $6.3M |
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 RETIREMENT | RETAINED BY EMPLOYER | $67,159 | — | $67,159 |
| CAPFINANCIAL PARTNERS, LLC. | RETAINED BY EMPLOYER | $21,986 | — | $21,986 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT — RETAINED BY EMPLOYER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $89,145
- Estimated Expense Ratio: 0.040% 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 | $89,145 | $59,993 | $29,152 | — | — |
| 2023 | $81,274 | $57,159 | $24,115 | — | — |
| 2022 | $80,820 | $31,086 | $49,734 | — | — |