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Original filing (PDF)20240904212829NAL0020294657001
KLX ENERGY SERVICES HOLDINGS, INC
Form 5500
FILING_RECEIVED
KLX ENERGY SERVICES 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,860
Accounts w/ balance
2,362
Plan assets (EOY)
$83.9M
Net assets (EOY)
$83.9M
How this plan invests
This plan
14 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 35 bps in Schedule C fees — 120% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KLX ENERGY SERVICES HOLDINGS, INC.
Plan sponsor
Name
KLX ENERGY SERVICES HOLDINGS, INC
EIN
36-4904146
Address
3040 POST OAK BLVD., 15TH FLOOR · HOUSTON, TX · 77056
Phone
(713) 623-7103
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-09-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CALVETTI FERGUSON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | 33-0785439 | — | INVESTMENT ADVISORY | $52K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALVETTI FERGUSON | 13-4255527 | — | ACCOUNTANT | $22K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $195K | — |
| WEAVER AND TIDWELL, LLP | 75-0786316 | — | RETAINED BY EMPLOYER | $16K | — |
| CURCIO WEBB, LLC | 36-4171366 | — | RETAINED BY EMPLOYER | $10K | — |
Investments
14 pooled funds· $66.7M(80% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| NUVEEN TIAA LIFECYCLE IDX 2045 SEI TRUST COMPANY · EIN 85-3115258 / PN 040 | Common Collective Trust | $13.1M | 15.6% |
| NUVEEN TIAA LIFECYCLE IDX 2050 SEI TRUST COMPANY · EIN 85-3138760 / PN 041 | Common Collective Trust | $10.5M | 12.5% |
| NUVEEN TIAA LIFECYCLE IDX 2040 SEI TRUST COMPANY · EIN 85-3093428 / PN 039 | Common Collective Trust | $9.8M | 11.7% |
| NUVEEN TIAA LIFECYCLE IDX 2035 SEI TRUST COMPANY · EIN 85-3078653 / PN 038 | Common Collective Trust | $9.5M | 11.3% |
| NUVEEN TIAA LIFECYCLE IDX 2055 SEI TRUST COMPANY · EIN 85-3165477 / PN 042 | Common Collective Trust | $6.3M | 7.5% |
| NUVEEN TIAA LIFECYCLE IDX 2025 SEI TRUST COMPANY · EIN 85-3015123 / PN 036 | Common Collective Trust | $4.4M | 5.3% |
| NUVEEN TIAA LIFECYCLE IDX 2030 SEI TRUST COMPANY · EIN 85-3029802 / PN 037 | Common Collective Trust | $4.3M | 5.2% |
| RELIANCE TRUST CO SV FD CIT, 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | $2.7M | 3.2% |
| NUVEEN TIAA LIFECYCLE IDX 2060 SEI TRUST COMPANY · EIN 85-3177591 / PN 043 | Common Collective Trust | $2.6M | 3.1% |
| NUVEEN TIAA LIFECYCLE IDX 2020 SEI TRUST COMPANY · EIN 85-2999137 / PN 035 | Common Collective Trust | $1.8M | 2.1% |
| NUVEEN TIAA LIFECYCLE IDX 2065 SEI TRUST COMPANY · EIN 85-3241339 / PN 047 | Common Collective Trust | $1.3M | 1.5% |
| NUVEEN TIAA LIFECYCLE IDX 2015 SEI TRUST COMPANY · EIN 85-2959174 / PN 034 | Common Collective Trust | $274K | 0.3% |
| NUVEEN TIAA LIFECYCLE IDX 2010 SEI TRUST COMPANY · EIN 85-2937849 / PN 033 | Common Collective Trust | $190K | 0.2% |
| NUVEEN TIAA LC INDX RET INC R SEI TRUST COMPANY · EIN 85-2928955 / PN 044 | Common Collective Trust | $85K | 0.1% |