Plan Snapshot
- Plan Sponsor: Yellowjacket Oilfield Services
- Sponsor EIN: 454404065
- Sponsor Address: 5151 KATY FWY, SUITE 206, HOUSTON, TX, 79710
- Plan Type: 401(k)
- Total Participants: 284
- Total Assets: $8.6M
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 | 284 | $8.6M | $537,859 | $1.1M |
| 2023 | 325 | $7.7M | $497,375 | $1.0M |
| 2022 | 274 | $5.1M | $406,163 | $851,070 |
| 2019 | 326 | $5.2M | $0 | $0 |
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 |
|---|---|---|---|---|
| HENRY & PETERS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HENRY & PETERS — 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 | $51,031 | $18,584 | $32,447 | — | — |
| 2023 | $35,098 | — | $35,098 | — | — |
| 2022 | $45,314 | $11,588 | $1,186 | — | $32,540 |
| 2019 | $7,755 | $7,755 | — | — | — |