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Original filing (PDF)20251014122538NAL0002887457001
KODIAK GAS SERVICES
Form 5500
FILING_RECEIVED
KGS 401(K) PLAN
401(k) retirement plan
Active participants
1,238
Accounts w/ balance
1,102
Plan assets (EOY)
$94.0M
Net assets (EOY)
$94.0M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KODIAK GAS SERVICES.
Plan sponsor
Name
KODIAK GAS SERVICES
EIN
45-2397126
Address
9950 WOODLOCH FOREST DRIVE · SUITE 1900 · THE WOODLANDS, TX · 77380
Phone
(936) 539-3300
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
2025-10-14
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2F · ERISA section 404(c)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $29K | — |
Investments
30 direct securities · 1 pooled fund· $94.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$92.8M
30 holdings
Common Collective Trust
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AF Trgt Date 2045 R6 Mutual Fund | — | — | — | $14.6M | 15.6% | |
| AF Trgt Date 2035 R6 Mutual Fund | — | — | — | $11.2M | 11.9% | |
| AF Trgt Date 2050 R6 Mutual Fund | — | — | — | $9.7M | 10.4% | |
| AF Trgt Date 2040 R6 Mutual Fund | — | — | — | $8.6M | 9.2% | |
| AF Trgt Date 2030 R6 Mutual Fund | — | — | — | $6.9M | 7.3% | |
| AF Trgt Date 2055 R6 Mutual Fund | — | — | — | $6.3M | 6.7% | |
| FID 500 Index Mutual Fund | — | — | — | $6.3M | 6.7% | |
| AF Trgt Date 2060 R6 Mutual Fund | — | — | — | $5.7M | 6.1% | |
| AF Trgt Date 2025 R6 Mutual Fund | — | — | — | $4.6M | 4.9% | |
| JPM Lg Cap Growth R6 Mutual Fund | — | — | — | $2.9M | 3.1% | |
| Notes receivable from participants Bearing interest at 5.25%-10.5% - | — | — | — | $2.3M | 2.5% | |
| FID Intl Index Mutual Fund | — | — | — | $1.7M | 1.8% | |
| AF Trgt Date 2020 R6 Mutual Fund | — | — | — | $1.6M | 1.7% | |
| JH Discpl Value R6 Mutual Fund | — | — | — | $1.4M | 1.5% | |
| JH STABLE VALUE I6 MANULIFE ASSET MANAGEMENT TRUST CO · EIN 01-0233346 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.3% | |
| FID Us Bond Idx Mutual Fund | — | — | — | $1.2M | 1.3% | |
| Vang Explorer Adm Mutual Fund | — | — | — | $1.2M | 1.3% | |
| FID Mid Cap Idx Mutual Fund | — | — | — | $1.0M | 1.1% | |
| AF Trgt Date 2010 R6 Mutual Fund | — | — | — | $883K | 0.9% | |
| AF Europac Growth R6 Mutual Fund | — | — | — | $678K | 0.7% | |
| NB Core Bond R6 Mutual Fund | — | — | — | $555K | 0.6% | |
| AF Trgt Date 2015 R6 Mutual Fund | — | — | — | $521K | 0.6% | |
| AF New World R6 Mutual Fund | — | — | — | $489K | 0.5% | |
| DFA Us Target Val I Mutual Fund | — | — | — | $472K | 0.5% | |
| FID Sm Cap Idx Mutual Fund | — | — | — | $424K | 0.5% | |
| Pim Divers Inc Inst Mutual Fund | — | — | — | $421K | 0.4% | |
| AF Trgt Date 2065 R6 Mutual Fund | — | — | — | $394K | 0.4% | |
| Pim Real Return Inst Mutual Fund | — | — | — | $338K | 0.4% | |
| MFS Intl Equity R6 Mutual Fund | — | — | — | $284K | 0.3% | |
| FID Govt Mmkt Mutual Fund | — | — | — | $8K | <0.1% | |
| AF Trgt Date 2070 R6 Mutual Fund | — | — | — | $7K | <0.1% |
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