Retirement plan

TIDAL POWER SERVICES, LLC 401(K) PLAN

Name: TIDAL POWER SERVICES, LLC - TIDAL POWER SERVICES, LLC 401(K) PLAN (2025) Form 5500
Creator: TIDAL POWER SERVICES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TIDAL POWER SERVICES, LLC 401(K) PLAN, TIDAL POWER SERVICES, LLC

TIDAL POWER SERVICES, LLCEIN 26-0068898Plan #001PY 2025

4211 CHANCE LANE - ROSHARON, TX 77583281-710-9150tidalpowerservices.comLinkedIn51-200 employeesoil & energy

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$19.5M

+21.6% from 2024

Total participants

153

+4.8% from 2024

Average account balance

$127,740

+16.0% from 2024

Annual return

18.68%

+4.97 pp from 2024

Benchmarks

See 7,878 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Participants100-249

Cohort7,878 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$19.54M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$128K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

153

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.84M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.68%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$526

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 13-2624428	Advisory (Plan)	$41,182
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428	Recordkeeping Fees	$39,227

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$80K

$578 / participant

Recordkeeping$39K48.8%
Investment mgmt$41K51.2%

% of EOY assets

0.411%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: RYAN & MANN LLC
Auditor EIN: 921104525
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$127,740

$64,340+98.5%

$118,106+8.2%

$64,340+98.5%

Participation rate

100.0%

55.2%+44.8pp

81.9%+18.1pp

55.2%+44.8pp

Annual return

18.68%

24.14%-5.5pp

19.44%-0.8pp

24.14%-5.5pp

Employer contribution / active EE

$3,979

$1,862+113.7%

$4,698-15.3%

$1,862+113.7%

Participant deferral / active EE

$9,273

$2,980+211.1%

$6,619+40.1%

$2,980+211.1%

Admin fee / account holder

$526

$3,703-85.8%

$8,973-94.1%

$3,703-85.8%

Provider

Service type

Compensation

LPL FINANCIAL1 year

Filed as: LPL FINANCIAL LLC

Service code 27 · EIN 13-2624428

Advisory (Plan)

$41,182

JPMORGAN INVEST HOLDINGS LLC2 years

Service code 64 · EIN 13-2624428

Recordkeeping Fees

$39,227

TIDAL POWER SERVICES, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TIDAL POWER SERVICES, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion