Plan Snapshot
- Plan Sponsor: Step Energy Services (Usa) Ltd.
- Sponsor EIN: 371775333
- Sponsor Address: 70 NE LOOP 410 SUITE 600, SAN ANTONIO, TX, 78216
- Plan Type: 401(k)
- Total Participants: 309
- Total Assets: $10.1M
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 | 309 | $10.1M | $705,987 | $1.3M |
| 2023 | 483 | $10.4M | $851,957 | $1.5M |
| 2022 | 551 | $7.6M | $643,457 | $1.1M |
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 |
|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES, LLC | ADVISOR | $18,309 | — | $18,309 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $5,700 | — | $5,700 |
| ROBERTSON & ROBERTSON PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA INVESTMENT SERVICES, LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- ROBERTSON & ROBERTSON PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,009
- Estimated Expense Ratio: 0.237% 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 | $31,549 | $18,442 | — | — | — |
| 2023 | $31,214 | $19,323 | — | — | — |
| 2022 | $22,204 | $18,335 | $3,869 | — | — |