Plan Snapshot
- Plan Sponsor: Terra Energy Partners Management, LLC
- Sponsor EIN: 473797277
- Sponsor Address: 717 TEXAS AVENUE, SUITE 2200, HOUSTON, TX, 77002
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 264 | $49.9M | $2.9M | $2.7M |
| 2023 | 269 | $41.5M | $2.8M | $2.7M |
| 2022 | 255 | $35.0M | $2.5M | $2.3M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $96,316 | — | $96,316 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $48,270 | — | $48,270 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $144,586
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 |
|---|---|---|---|---|---|
| 2025 | $59,355,927 | $48,270 | — | — | — |
| 2024 | $116,345 | $44,445 | — | — | — |
| 2023 | $94,157 | $33,319 | — | — | — |
| 2022 | $93,180 | $27,692 | $65,488 | — | — |