Plan Ledger DOL Form 5500 · updated monthly

Cactus Wellhead, LLC401(k)

CACTUS WELLHEAD, LLC RETIREMENT PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.24%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Cactus Wellhead, LLC reported $182,696 in plan administrative expenses for 2024: 0.24% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,607 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.51% to 0.24%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 730th-largest of 5,688 plans among Texas employers on file, and the 2,165th of 13,661 in manufacturing. In 2024, employees put in $1.78 for every $1.00 the employer contributed; active participation has grown from 991 to 1,492 since 2022.

Plan summary
Net assets, end of year$83,848,279
Participants with balances1,663
Active participants1,492
Employer contributions$5,381,547
Employee contributions$9,587,986
Employer contribution per active participant$3,607
Average account balance$50,420
Benefits paid to participants$7,941,681
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$83.8M · 1,663 accts · $5.4M emplr
2023$66.1M · 140 accts · $4.8M emplr
2022$42.6M · 1,207 accts · $3.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$84,604
Investment management$52,289
Total administrative$182,696
The Cactus Wellhead, LLC 401(k) match · 2024
Employer contribution per active participant$3,607
Median for plans this size$3,635
2024$3,607 per active participant
2023$3,187 per active participant
2022$3,521 per active participant

Cactus Wellhead, LLC's 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
MORGAN STANLEY · Investment advisory (plan)$50,000
BDO USA, P.C.$26,936
ADVISED ASSETS GROUP, LLC · Investment management$2,289

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$182,696 · 0.24%
2023$147,222 · 0.27%
2022$219,160 · 0.51%
Same employer
Similar plansManufacturing · Texas
Visual Comfort & Co. TX$86.7M · 0.38%
Valid Management LLC TX$85.5M · 0.00%
Ceco Environmental Corp. TX$84.7M · 0.14%
Dpt Laboratories, LTD. TX$83.5M · 0.02%
Encore Wire Corporation TX$82.5M · 19.58%
Shawcor TX$81.1M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452727039 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.