# Scout Energy Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/scout-energy-management-llc-401k-plan

> Scout Energy Management, LLC's 401(k) plan: 977 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Scout Energy Management, LLC

- **Sponsor EIN:** 453236574

- **Sponsor Address:** 13800 MONTFORT DRIVE, DALLAS, TX, 75240

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

- **Total Participants:** 977

- **Total Assets:** $91.6M

## 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|977|$91.6M|$5.3M|$7.4M|

| 2023|1,039|$71.1M|$5.0M|$7.0M|

| 2022|991|$53.0M|$4.4M|$6.4M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$223,554|—|$223,554|

| EDWARD JONES|INVESTMENT ADVISORY|—|$69,930|$69,930|

| NOVA 401(K) ASSOCIATES|CONTRACT ADMIN|—|$24,314|$24,314|

| WEAVER AND TIDWELL LLP|ACCOUNTANT|$14,734|—|$14,734|

### Verified Provider Profiles

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

- [WEAVER AND TIDWELL LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — ACCOUNTANT

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $332,532

- **Estimated Expense Ratio:** 0.363% 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|$238,288|—|$223,554|$14,734|—|

| 2023|$199,399|—|$188,693|$10,706|—|

| 2022|$158,501|—|$158,501|—|—|

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