# Source Energy Services Us LP 401(k) Plan
Source: https://planprovider.pro/companies/source-energy-services-us-lp-401k-plan

> Source Energy Services Us LP's 401(k) plan: 184 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Source Energy Services Us LP

- **Sponsor EIN:** 352487607

- **Sponsor Address:** 3430 OAKWOOD MALL DRIVE, STE. 300, EAU CLAIRE, WI, 54701

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

- **Total Participants:** 184

- **Total Assets:** $7.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|184|$7.5M|$508,027|$791,109|

| 2023|168|$5.9M|$429,359|$654,469|

| 2022|151|$4.3M|$327,402|$510,785|

## 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|

| GALLAGHER BENEFIT SERVICES|INVESTMENT ADVISOR|$23,704|—|$23,704|

| THE RETIREMENT ADVANTAGE, INC.|CONTRACT ADMIN|$10,590|$3,102|$13,692|

| BGM CPA LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BGM CPA LLC](https://planprovider.pro/provider/bgm-cpa-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $37,396

- **Estimated Expense Ratio:** 0.496% 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|$83,985|—|$23,704|—|—|

| 2023|$42,099|—|$36,252|—|—|

| 2022|$28,208|—|$28,208|—|—|

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/source-energy-services-us-lp-401k-plan)

© 2026 PlanProvider.Pro