# Step Energy Services (Usa) Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/step-energy-services-usa-ltd-401k-plan

> Step Energy Services (Usa) Ltd.'s 401(k) plan: 309 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/sentinel-group) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ROBERTSON & ROBERTSON PLLC](https://planprovider.pro/provider/robertson-and-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|—|—|

## Similar Plans

- [Remington College](https://planprovider.pro/companies/remington-college-401k-plan) — 352 participants

- [Access Healthcare Services Usa LLC](https://planprovider.pro/companies/access-healthcare-services-usa-l-401k-plan) — 367 participants

- [Iqeq Us Management Company, LLC](https://planprovider.pro/companies/iqeq-us-management-company-llc-401k-plan) — 582 participants

- [Alabama Coushatta Tribe Of Texas](https://planprovider.pro/companies/alabama-coushatta-tribe-of-texas-401k-plan) — 674 participants

- [C.L. Thomas, INC.](https://planprovider.pro/companies/c-l-thomas-inc-401k-plan) — 1,164 participants

- [Curana Health LLC](https://planprovider.pro/companies/curana-health-llc-plan) — 1,556 participants

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

© 2026 PlanProvider.Pro