Plan Snapshot
- Plan Sponsor: Txo Energy Gp
- Sponsor EIN: 921065846
- Sponsor Address: 400 WEST 7TH STREET, FORT WORTH, TX, 76102
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 282
- Total Assets: $41.1M
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 | 282 | $41.1M | $0 | $0 |
| 2024 | 202 | $31.9M | $2.1M | $1.8M |
| 2023 | 185 | $27.1M | $2.0M | $1.8M |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $6,983 | — | $6,983 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,983
- Estimated Expense Ratio: 0.017% 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 |
|---|---|---|---|---|---|
| 2025 | $2,415,028 | — | — | — | — |
| 2024 | $139,692 | $98,428 | — | — | — |
| 2023 | $140,836 | $77,331 | — | — | — |