# W & T Offshore, INC. 401(k) Plan
Source: https://planprovider.pro/companies/w-t-offshore-inc-401k-plan

> W & T Offshore, INC.'s 401(k) plan: 405 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** W & T Offshore, INC.

- **Sponsor EIN:** 721121985

- **Sponsor Address:** 5718 WESTHEIMER ROAD, HOUSTON, TX, 77057

- **Plan Type:** 401(k)

- **Total Participants:** 405

- **Total Assets:** $88.4M

## 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|405|$88.4M|$3.3M|$4.8M|

| 2023|396|$78.4M|$2.9M|$4.6M|

| 2022|363|$68.9M|$2.3M|$4.1M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$51,398|—|$51,398|

| STRATEGIC ADVISORS, INC.|ADVISOR|$27,751|—|$27,751|

| RYAN MANN|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [RYAN MANN](https://planprovider.pro/provider/ryan-mann-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $79,149

- **Estimated Expense Ratio:** 0.090% 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|$79,149|$27,751|—|—|—|

| 2023|$18,666|$22,648|—|—|—|

| 2022|$21,214|$15,065|—|—|—|

## Similar Plans

- [Enterprise Offshore Drilling LLC](https://planprovider.pro/companies/enterprise-offshore-drilling-llc-401k-plan) — 407 participants

- [Hep Services LLC](https://planprovider.pro/companies/hep-services-llc-401k-plan) — 398 participants

- [Arena Energy, LLC](https://planprovider.pro/companies/arena-energy-llc-401k-plan) — 449 participants

- [Rwls, LLC](https://planprovider.pro/companies/rwls-llc-401k-plan) — 350 participants

- [Independence Contract Drilling, INC.](https://planprovider.pro/companies/independence-contract-drilling-inc-401k-plan) — 332 participants

- [Permian Resources Management, LLC](https://planprovider.pro/companies/permian-resources-management-llc-401k-plan) — 483 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/w-t-offshore-inc-401k-plan)

© 2026 PlanProvider.Pro