Plan Ledger DOL Form 5500 · updated monthly

Yellowjacket Oilfield Services, LLC401(k)

YELLOWJACKET OILFIELD SERVICES 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

Yellowjacket Oilfield Services, LLC reported $51,031 in plan administrative expenses for 2024: 0.62% of average plan assets, above the peer median. Employer contributions averaged $1,894 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 5 years on file its reported administrative ratio rose from 0.21% to 0.62%. 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 (3,277th of 5,688), and 445th of 612 in mining, oil & gas extraction. In 2024, employees put in $1.98 for every $1.00 the employer contributed; active participation has shrunk from 326 to 284 since 2019.

Plan summary
Net assets, end of year$8,645,373
Participants with balances351
Active participants284
Employer contributions$537,859
Employee contributions$1,066,057
Employer contribution per active participant$1,894
Average account balance$24,631
Benefits paid to participants$1,758,173
Plan auditUnmodified (clean) audit opinion
AuditorHENRY & PETERS
Plan history4
Yearassets · accounts · employer contribution
2024$8.6M · 351 accts · $538K emplr
2023$7.7M · 261 accts · $497K emplr
2022$5.1M · 215 accts · $406K emplr
2019$5.2M · 316 accts · $634K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,447
Investment management$18,584
Total administrative$51,031
The Yellowjacket Oilfield Services, LLC 401(k) match · 2024
Employer contribution per active participant$1,894
Median for plans this size$1,313
2024$1,894 per active participant
2023$1,530 per active participant
2022$1,482 per active participant
2019$1,944 per active participant

Yellowjacket Oilfield Services, LLC's 2024 employer contribution ran above 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 · 20243
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$31,740
RBC CAPITAL MARKETS, LLC · Investment advisory (plan)$18,584
STADION MONEY MANAGEMENT LLC · Investment advisory (plan)$16,831

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

Recordkeeper by year2
2024The Standard
2023Securian

This plan has changed recordkeepers within these filings. If you left Yellowjacket Oilfield Services, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2024$51,031 · 0.62%
2023$35,098 · 0.55%
2022$45,314 · 0.86%
2019$7,755 · 0.21%
Same employer
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Tally Personnel, LLC TX$9.3M · 0.41%
Nacg Texas, Inc. TX$9.1M · 0.29%
Morrow Renewables, LLC TX$8.8M · 0.31%
Eastham Enterprises TX$8.6M · 0.47%
Pv Fluid Products, Inc. TX$8.6M · 0.18%
Estis Compression, LLC TX$7.9M · 1.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 454404065 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.