Retirement plan

ESTANCIA 401(K) PLAN

Name: ESTANCIA OIL & GAS LLC - ESTANCIA 401(K) PLAN (2024) Form 5500
Creator: ESTANCIA OIL & GAS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ESTANCIA 401(K) PLAN, ESTANCIA OIL & GAS LLC

ESTANCIA OIL & GAS LLCEIN 27-3304738Plan #001PY 2024

PO BOX 162284 - AUSTIN, TX 787162284512-328-3310LinkedIn1-10 employeesoil & energy

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$381K

+23.3% from 2023

Total participants

0.0% from 2023

Average account balance

$95,324

+23.3% from 2023

Annual return

6.29%

-1.61 pp from 2023

Benchmarks

See 1,586 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants<25

Cohort1,586 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$381K

Not enough data

1 years with asset history on file

Average account balance

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

$95K

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.

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

$53K

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

+6.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2J

Plan features

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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$27

$7 / participant

Other / not subdivided$27100.0%

% of EOY assets

0.007%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$95,324

$210,908-54.8%

$153,643-38.0%

$145,884-34.7%

Participation rate

100.0%

82.1%+17.9pp

77.1%+22.9pp

80.3%+19.7pp

Annual return

6.29%

13.46%-7.2pp

15.71%-9.4pp

551.85%-545.6pp

Employer contribution / active EE

$6,080

$6,055+0.4%

$5,039+20.7%

$4,662+30.4%

Participant deferral / active EE

$7,070

$7,976-11.4%

$6,754+4.7%

$6,690+5.7%

Admin fee / account holder

$19,477-100.0%

$12,739-99.9%

$13,392-99.9%

ESTANCIA 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ESTANCIA 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