Plan Snapshot
- Plan Sponsor: Preferred Pump & Equipment, L.P.
- Sponsor EIN: 752798186
- Sponsor Address: 2201 SCOTT AVE, FT WORTH, TX, 761030000
- Plan Type: 401(k)
- Total Participants: 680
- Total Assets: $77.4M
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. |
|---|---|---|---|---|
| 2024 | 680 | $77.4M | $2.9M | $3.8M |
| 2023 | 639 | $68.5M | $2.8M | $3.8M |
| 2022 | 635 | $55.9M | $4.1M | $3.5M |
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 |
|---|---|---|---|---|
| WEAVER& TIDWELL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER& TIDWELL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $218,225 | $128,618 | — | — | — |
| 2023 | $180,761 | $180,761 | — | — | — |
| 2022 | $136,380 | — | $136,380 | — | — |