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Original filing (PDF)20251015163716NAL0006791392001
ESTIS COMPRESSION, LLC
Form 5500
FILING_RECEIVED
ESTIS COMPRESSION, LLC 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 3
~217 bps in Sched C feesNo recordkeeper disclosed6 service providers
Active participants
320
Accounts w/ balance
228
Plan assets (EOY)
$7.9M
Net assets (EOY)
$7.9M
How this plan invests
This plan
51 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 217 bps in Schedule C fees — 316% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ESTIS COMPRESSION, LLC.
Plan sponsor
Name
ESTIS COMPRESSION, LLC
EIN
01-0713493
Address
2019 HIGHWAY 135 N · KILGORE, TX · 75662
Phone
(318) 397-5557
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
2J · 401(k) feature
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CALVETTI FERGUSON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | 73-0988442 | — | INVESTMENT ADVISORY | $31K | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 43-1270780 | — | NONE | $58K | — |
| NATIONWIDE | — | COLUMBUS, OH | NONE | $57K | — |
| LOCKTON INVESTMENT ADVISORS, LLC | 20-8874282 | — | NONE | $18K | — |
| NATIONWIDE | — | COLUMBUS, OH | NONE | $6K | — |
| NATIONWIDE RETIREMENT PLANS | — | COLUMBUS, OH | NONE | $2K | — |
Investments
51 direct securities· $7.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VNGRD 500 INDEX FD AS MUTUAL FUNDS | — | — | — | $764K | 9.6% | |
| AB LGCAP GR Z MUTUAL FUNDS | — | — | — | $694K | 8.7% | |
| AMFDS 2015 TRGTDTRTRMT R6 MUTUAL FUNDS | — | — | — | $621K | 7.8% | |
| AMFDS 2055 TRGTDTRTRMT R6 MUTUAL FUNDS | — | — | — | $379K | 4.8% | |
| NW FIXED SELECT OPTION FIXED ACCOUNT | — | — | — | $331K | 4.2% | |
| AMFDS 2030 TRGTDTRTRMT R6 MUTUAL FUNDS | — | — | — | $322K | 4.1% | |
| FID 500 INDX MUTUAL FUNDS | — | — | — | $304K | 3.8% | |
| AMFDS 2045 TRGTDTRTRMT R6 MUTUAL FUNDS | — | — | — | $261K | 3.3% | |
| AMFDS 2060 TRGTDTRTRMT R6 MUTUAL FUNDS | — | — | — | $233K | 2.9% | |
| PARTICIPANT LOANS LOW-HIGH INTEREST RATE 5.25% - 10.50% | — | — | — | $199K | 2.5% | |
| AMFDS 2040 TRGTDTRTRMT R6 MUTUAL FUNDS | — | — | — | $195K | 2.5% | |
| DODGECOX INTL STK CLASS I MUTUAL FUNDS | — | — | — | $180K | 2.3% | |
| GDMNSCS GQGPTNRINTLOPPR R6 MUTUAL FUNDS | — | — | — | $177K | 2.2% | |
| FID INTL INDX MUTUAL FUNDS | — | — | — | $175K | 2.2% | |
| MFS MDCAP GR R6 MUTUAL FUNDS | — | — | — | $172K | 2.2% | |
| NW LOOMIS ALLCAP GR R6 MUTUAL FUNDS | — | — | — | $164K | 2.1% | |
| AMFDS 2025 TRGTDTRTRMT R6 MUTUAL FUNDS | — | — | — | $164K | 2.1% | |
| AVNTS US LGCAP VAL INST MUTUAL FUNDS | — | — | — | $156K | 2.0% | |
| JPM LGCAP GR R6 MUTUAL FUNDS | — | — | — | $147K | 1.9% | |
| MFS INTL DIVRS R6 MUTUAL FUNDS | — | — | — | $144K | 1.8% | |
| JPM EQ INC R5 MUTUAL FUNDS | — | — | — | $141K | 1.8% | |
| AVNTS EMRG MKT EQ INST MUTUAL FUNDS | — | — | — | $137K | 1.7% | |
| AMFDS 2035 TRGTDTRTRMT R6 MUTUAL FUNDS | — | — | — | $137K | 1.7% | |
| FID US BD INDX MUTUAL FUNDS | — | — | — | $134K | 1.7% | |
| AMFDS 2050 TRGTDTRTRMT R6 MUTUAL FUNDS | — | — | — | $130K | 1.6% | |
| PGIM TTL RTN BD R6 MUTUAL FUNDS | — | — | — | $125K | 1.6% | |
| BLKRK MDCAP DIVD INST MUTUAL FUNDS | — | — | — | $122K | 1.5% | |
| MFS NEW DISC R6 MUTUAL FUNDS | — | — | — | $116K | 1.5% | |
| AMFDS 2065 TRGTDTRTRMT R6 MUTUAL FUNDS | — | — | — | $112K | 1.4% | |
| PTNM LGCAP VAL R6 MUTUAL FUNDS | — | — | — | $98K | 1.2% | |
| BLACKROCK HIGH YIELD PORTFOLIO - CLASS K MUTUAL FUNDS | — | — | — | $91K | 1.1% | |
| DIAMOND HILL MDCAP I MUTUAL FUNDS | — | — | — | $88K | 1.1% | |
| PRNCPL GLBL REALEST R6 MUTUAL FUNDS | — | — | — | $84K | 1.1% | |
| PIMCO REAL RTN INST MUTUAL FUNDS | — | — | — | $76K | 1.0% | |
| LEGAL & GENERAL COMMODITY STRAT FD INSTL MUTUAL FUNDS | — | — | — | $70K | 0.9% | |
| HARTFORD STRAT INC R6 MUTUAL FUNDS | — | — | — | $70K | 0.9% | |
| AMFDS 2020 TRGTDTRTRMT R6 MUTUAL FUNDS | — | — | — | $54K | 0.7% | |
| JNSHNDRSN GLBL REALEST N MUTUAL FUNDS | — | — | — | $52K | 0.7% | |
| VNGRD EXPLR ADML MUTUAL FUNDS | — | — | — | $48K | 0.6% | |
| BLKRK TTL RTN K MUTUAL FUNDS | — | — | — | $48K | 0.6% | |
| AVNTS US SMCAP VAL INST MUTUAL FUNDS | — | — | — | $47K | 0.6% | |
| AB GLBL BD Z MUTUAL FUNDS | — | — | — | $41K | 0.5% | |
| FED HRMS GOV OBLGTNS PRMR MUTUAL FUNDS | — | — | — | $36K | 0.4% | |
| LEGGM WSTRAS CORPLSBD IS MUTUAL FUNDS | — | — | — | $31K | 0.4% | |
| VNGRD TTL BND MKT LDX ADM MUTUAL FUNDS | — | — | — | $30K | 0.4% | |
| FNKLN SMCAP VAL R6 MUTUAL FUNDS | — | — | — | $15K | 0.2% | |
| AMCENT BAL INST MUTUAL FUNDS | — | — | — | $9K | 0.1% | |
| VNGRD MID-CAP IDX FD AS MUTUAL FUNDS | — | — | — | $4K | <0.1% | |
| DFA EMRG MKTS CORE EQ 2 PORTFOLIO - INST MUTUAL FUNDS | — | — | — | $3K | <0.1% | |
| PIMCOCOMDYREALRTNSTRATINST MUTUAL FUNDS | — | — | — | $2K | <0.1% | |
| VNGRD TTL INTLSTKINDX ADML MUTUAL FUNDS | — | — | — | $1K | <0.1% |