# Preferred Pump & Equipment, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/preferred-pump-equipment-l-p-401k-plan

> Preferred Pump & Equipment, L.P.'s 401(k) plan: 680 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| SCHULZ WEALTH LTD|INVESTMENT ADVISOR|$128,618|—|$128,618|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$89,607|—|$89,607|

| WEAVER& TIDWELL LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WEAVER& TIDWELL LLP](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:** $218,225

- **Estimated Expense Ratio:** 0.282% 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|$218,225|$128,618|—|—|—|

| 2023|$180,761|$180,761|—|—|—|

| 2022|$136,380|—|$136,380|—|—|

## Similar Plans

- [Trans-Tech Energy, LLC](https://planprovider.pro/companies/trans-tech-energy-llc-plan-001) — 577 participants

- [Bsc Administration LLC](https://planprovider.pro/companies/bsc-administration-llc-401k-plan) — 806 participants

- [Petrosmith LLC](https://planprovider.pro/companies/petrosmith-llc-401k-plan) — 496 participants

- [Pss Holdings, LLC](https://planprovider.pro/companies/pss-holdings-llc-401k-plan) — 429 participants

- [Womack Group, LLC](https://planprovider.pro/companies/womack-group-llc-401k-plan) — 409 participants

- [T. F. Hudgins, INC.](https://planprovider.pro/companies/t-f-hudgins-inc-401k-plan) — 384 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/preferred-pump-equipment-l-p-401k-plan)

© 2026 PlanProvider.Pro