Plan Snapshot
- Plan Sponsor: Symmetry Energy Solutions, LLC
- Sponsor EIN: 721309319
- Sponsor Address: 9811 KATY FREEWAY, HOUSTON, TX, 77024
- Plan Type: 401(k)
- Total Participants: 236
- Total Assets: $42.8M
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 | 236 | $42.8M | $3.9M | $3.2M |
| 2023 | 244 | $33.7M | $3.9M | $3.4M |
| 2022 | 241 | $23.9M | $3.7M | $3.1M |
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 |
|---|---|---|---|---|
| WEAVER AND TIDWELL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $0
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 | $115,535 | $107,300 | — | — | — |
| 2023 | $88,093 | $79,948 | $8,145 | — | — |
| 2022 | $66,057 | $60,185 | $5,872 | — | — |