Filings through Oct 24, 2026.

Enercorp 401(k) Plan

Name: ENERCORP ENGINEERED SOLUTIONS, LLC - ENERCORP 401(K) PLAN (2024) Form 5500
Creator: ENERCORP ENGINEERED SOLUTIONS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENERCORP 401(K) PLAN, ENERCORP ENGINEERED SOLUTIONS, LLC

Enercorp Engineered Solutions, LLCEIN 46-2987320Plan #001PY 2024Filed Jul 28, 2026

25700 I-45 NORTH STE 460 - THE WOODLANDS, TX 77386-4702832-791-1286

How to read this page

Prospect flags

2 of 17 flags tripped on the 2024 filing.

How flags work

Opportunity
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Schedule H, line 2
Opportunity
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Schedule H, line 1l and line 6g

Total assets (EOY)

$8.8M

+23.9% from 2023

Total participants

293

-3.3% from 2023

Average account balance

$30,703

+26.1% from 2023

Annual return

13.33%

-7.59 pp from 2023

Benchmarks

This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.

Peer benchmarks

We rank each metric against plans of the same size, type and industry.

Schedule H, Parts I and II See about 3,319 peers

Industry: 54 - Professional, Scientific, and Technical Services
Plan type: Defined contribution
Participants: 250-999
Cohort: 3,319 peers
Snapshot: 2024

MetricThis planAmong peersPercentile

Annual return

Percentile

Average balance

Percentile

Participation rate

Percentile

Employer contribution per participant

Percentile

Employee contribution per participant

Percentile

Administrative expense per participant

Percentile

Middle 50% of peersPeer medianThis plan

Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:

Percentile for each metric
Middle 50% of peers
Peer median
This plan's value next to its peers

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Plan history

Showing the 2024 filing, 1 of 7 years on record. Charts need 3 years.

2024 filing

Total assets (EOY): $8,750,348
Participants: 293
Contributions: $2,105,264
Annual return: 13.33%

2023 filing

Total assets (EOY): Dollar amount available on Pro
Participants: Count available on Pro
Contributions: Dollar amount available on Pro
Annual return: Percentage available on Pro

2022 filing

Total assets (EOY): Dollar amount available on Pro
Participants: Count available on Pro
Contributions: Dollar amount available on Pro
Annual return: Percentage available on Pro

Older filings: assets, participants, contributions and return for each year are on Pro.

6 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:

Assets, participants and contributions by year
Annual return by year
Year-over-year charts

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Expense breakdown

$57K in admin expenses, $194 per participant (all participants, line 6f).

Schedule H, line 2i

Contract admin$57K (100%)

Admin expense ratio

0.650%

Admin expenses as % of EOY assets; fund fees not included

Categories reported

1 / 9

subdivided buckets used

Investments

This section lists the funds on the plan's investment schedule and what changed since the prior filing.

Fund lineup

9 funds of $250K or more; 20 lines in all, holding $8.3M of the plan's $8.8M. Recordkeeper: Principal.

2024 filing, Schedule H, line 4i

In collective trusts88%median 0% for plans of $5M to $50M (40,449 plans)

In index funds2%median 22% for plans of $5M to $50M (40,449 plans)

In the main target-date series88%median 39% for plans of $5M to $50M (40,449 plans)

Employer stockNo

Target-date series: Principal LifeTime, collective trust, 88% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund	Principal	Collective trust	$7.3M	88.3%
T. Rowe Price Large-Cap Growth Fund T. Rowe Price · Separate account	T. Rowe Price	Separate account	$213K	2.6%
Principal Large Cap Growth Principal · Separate account Recordkeeper's own fund	Principal	Separate account	$95K	1.2%
Fully benefit-responsive investment contracts: Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund	Principal	Insurance contract	$94K	1.1%
Neuberger Real Estate Fund Class R6 Neuberger Berman · Mutual fund	Neuberger Berman	Mutual fund	$89K	1.1%
Principal Global Equity Index Principal · Separate account IndexRecordkeeper's own fund	Principal	Separate account	$74K	0.9%
John Hancock Disciplined Value Mid Cap Fund John Hancock (Manulife) · Mutual fund	John Hancock (Manulife)	Mutual fund	$63K	0.8%
Principal Equity Income Separate Fund Principal · Separate account Recordkeeper's own fund	Principal	Separate account	$59K	0.7%
PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund	PIMCO (Allianz)	Mutual fund	$52K	0.6%
Principal SmallCap S&P 600 Index Separate Account Principal · Separate account IndexRecordkeeper's own fund	Principal	Separate account	$51K	0.6%

Fund	Manager	Vehicle	Dollars	% of funds
Name available on Pro	Name available on Pro	Available on Pro	Dollar amount available on Pro	Percentage available on Pro
Name available on Pro	Name available on Pro	Available on Pro	Dollar amount available on Pro	Percentage available on Pro
Name available on Pro	Name available on Pro	Available on Pro	Dollar amount available on Pro	Percentage available on Pro

10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.

10 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:

Every fund in the lineup
Manager, vehicle and dollars per fund
Share of plan assets
Every change since the prior filing

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Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Providers

This section shows who is paid to serve the plan, who audits it and who signs the filing.

Service providers

Top 1 by compensation.

Schedule C

Provider	Service type	Compensation
PRINCIPAL FINANCIAL GROUP7+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator	Contract Administrator	$56,890

Audit opinion

Schedule H, Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor: WEAVER AND TIDWELL, LLP.
Auditor EIN: 75-0786316
Audit fees: Not reported separately
Opinion code: Unqualified

Plan design

Plan features from the filing, actuarial disclosures and related pages.

Plan features

8 feature codes on the 2024 filing.

Line 8a

Plan feature codes2E2F2G2J2K2S2T3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.

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Fund

Dollars

% of funds%

Principal LifeTime

Principal · Collective trust

Target-date, 12 vintagesRecordkeeper's own fund

$7.3M

88.3%

T. Rowe Price Large-Cap Growth Fund

T. Rowe Price · Separate account

$213K

2.6%

Principal Large Cap Growth

Principal · Separate account

Recordkeeper's own fund

$95K

1.2%

Fully benefit-responsive investment contracts: Principal Fixed Income Guaranteed Option

Principal · Insurance contract

Recordkeeper's own fund

$94K

1.1%

Neuberger Real Estate Fund Class R6

Neuberger Berman · Mutual fund

$89K

1.1%

Principal Global Equity Index

Principal · Separate account

IndexRecordkeeper's own fund

$74K

0.9%

John Hancock Disciplined Value Mid Cap Fund

John Hancock (Manulife) · Mutual fund

$63K

0.8%

Principal Equity Income Separate Fund

Principal · Separate account

Recordkeeper's own fund

$59K

0.7%

PIMCO Income Fund Institutional

PIMCO (Allianz) · Mutual fund

$52K

0.6%

Principal SmallCap S&P 600 Index Separate Account

Principal · Separate account

IndexRecordkeeper's own fund

$51K

0.6%

Provider

Compensation

PRINCIPAL FINANCIAL GROUP7+ years

Filed as: PRINCIPAL LIFE INSURANCE COMPANY

Service code 13 · EIN 42-0127290

Contract Administrator

$56,890

Enercorp 401(k) Plan

Prospect flags

Benchmarks

Peer benchmarks

Plan history

Expense breakdown

Investments

Fund lineup

Providers

Service providers

Audit opinion

Plan design

Plan features

Enercorp 401(k) Plan

Prospect flags

Benchmarks

Peer benchmarks

Plan history

Expense breakdown

Investments

Fund lineup

Providers

Service providers

Audit opinion

People on file

5500 filings

Plan design

Plan features

People on file

5500 filings

Enercorp 401(k) Plan

Prospect flagsi

Summary metrics

Benchmarks

Peer benchmarksi

Plan history

Expense breakdowni

Investments

Fund lineupi

Providers

Service providersi

Audit opinioni

Plan design

Plan features

Enercorp 401(k) Plan

Prospect flagsi

Summary metrics

Benchmarks

Peer benchmarksi

Plan history

Expense breakdowni

Investments

Fund lineupi

Providers

Service providersi

Audit opinioni

People on file

5500 filings

Plan design

Plan features

People on file

5500 filings

Prospect flags

Peer benchmarks

Expense breakdown

Fund lineup

Service providers

Audit opinion

Prospect flags

Peer benchmarks

Expense breakdown

Fund lineup

Service providers

Audit opinion