Plan Snapshot
- Plan Sponsor: Petro-Hunt, L.L.C.
- Sponsor EIN: 752756884
- Sponsor Address: 2101 CEDAR SPRINGS ROAD, DALLAS, TX, 75201
- Plan Type: DB
- Total Participants: 81
- Total Assets: $95.9M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 81 | $95.9M | $2.1M | $0 |
| 2023 | 88 | $92.9M | $2.9M | $0 |
| 2022 | 94 | $87.0M | $1.4M | $0 |
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 |
|---|---|---|---|---|
| RTW FINANCIAL ADVISORS | RETAINED BY CLIENT | $174,930 | — | $174,930 |
| JOHN HANCOCK RETIRMENT PLAN SRVCS | RETAINED BY EMPLOYER | $61,887 | — | $61,887 |
| MOSS ADAMS LLP | RETAINED BY EMPLOYER | $27,950 | — | $27,950 |
| BAKER TILLY US, LLP | Auditor | $27,950 | — | $27,950 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIRMENT PLAN SRVCS — RETAINED BY EMPLOYER
- MOSS ADAMS LLP — 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: $292,717
- Estimated Expense Ratio: 0.305% 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 | $430,651 | $174,930 | $61,887 | $27,950 | — |
| 2023 | $602,854 | $152,779 | $86,219 | $24,845 | — |
| 2022 | $492,415 | $101,566 | $78,025 | — | $24,833 |