Plan Ledger DOL Form 5500 · updated monthly

Estis Compression, LLC401(k)

ESTIS CORPORATION LLC 401(K) PROFIT SHARING PLAN AND TRUST · KILGORE, TX · plan year 2024

Reported admin expense ratio · 2024
1.33%

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

Estis Compression, LLC reported $95,522 in plan administrative expenses for 2024: 1.33% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,109 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 rose from 0.80% to 1.33%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is among the smaller plans on file in Texas (3,405th of 5,688), and 456th of 612 in mining, oil & gas extraction. In 2024, employees put in $1.91 for every $1.00 the employer contributed; active participation has grown from 234 to 320 since 2022.

Plan summary
Net assets, end of year$7,934,497
Participants with balances228
Active participants320
Employer contributions$354,798
Employee contributions$679,013
Employer contribution per active participant$1,109
Average account balance$34,800
Benefits paid to participants$397,768
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.9M · 228 accts · $355K emplr
2023$6.5M · 193 accts · $546K emplr
2022$4.6M · 158 accts · $290K emplr
The Estis Compression, LLC 401(k) match · 2024
Employer contribution per active participant$1,109
Median for plans this size$1,313
2024$1,109 per active participant
2023$1,681 per active participant
2022$1,239 per active participant

Estis Compression, LLC's 2024 employer contribution ran below the $1,313 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 · 20246
CREATIVE PLANNING · Investment management$57,950
NATIONWIDE · Investment management$57,229
PROACCOUNT · Investment advisory (participants)$30,574
LOCKTON INVESTMENT ADVISORS, LLC · Investment management$18,043
NATIONWIDE · Investment management$6,439
NATIONWIDE RETIREMENT PLANS · Investment management$1,608

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$95,522 · 1.33%
2023$53,745 · 0.97%
2022$37,536 · 0.80%
Same employer
Similar plansMining, Oil & Gas Extraction · Texas
Morrow Renewables, LLC TX$8.8M · 0.31%
Eastham Enterprises TX$8.6M · 0.47%
Pv Fluid Products, Inc. TX$8.6M · 0.18%
Bj Energy Solutions, LLC TX$7.5M · 1.13%
Renegade Group, LLC TX$7.3M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 010713493 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.