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Original filing (PDF)20250926121218NAL0008518641001
CACTUS WELLHEAD, LLC
Form 5500
FILING_RECEIVED
CACTUS WELLHEAD, LLC RETIREMENT PLAN
401(k) retirement plan
Active participants
1,492
Accounts w/ balance
1,663
Plan assets (EOY)
$83.8M
Net assets (EOY)
$83.8M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 20 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CACTUS WELLHEAD, LLC.
Plan sponsor
Name
CACTUS WELLHEAD, LLC
EIN
45-2727039
Address
920 MEMORIAL CITY WAY SUITE 300 · HOUSTON, TX · 77024
Phone
(999) 999-9999
Industry
Manufacturingsee 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
2025-09-26
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
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $85K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $50K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, P.C. | — | GRAND RAPIDS, MI | OTHER | $27K | — |
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
Investments
26 direct securities · 1 pooled fund· $83.8M(100% 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.
Uncategorized
$71.5M
25 holdings
Mutual Funds
$11.3M
1 holding
Pooled Separate Account
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2055 Fund | Mutual Funds | — | — | $11.3M | 13.5% | |
| Fidelity 500 Index Fund | — | — | — | $8.6M | 10.3% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $8.1M | 9.6% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $8.0M | 9.5% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $6.3M | 7.6% | |
| T. Rowe Price Retirement 2030 Fund | — | — | — | $6.1M | 7.3% | |
| T. Rowe Price Retirement 2035 Fund | — | — | — | $5.5M | 6.5% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $4.6M | 5.5% | |
| May 2039 - | — | — | — | $4.0M | 4.8% | |
| Alger Capital Appreciation Institutional Fund | — | — | — | $3.4M | 4.1% | |
| Janus Henderson Enterprise I | — | — | — | $2.5M | 3.0% | |
| Guaranteed Income Fund * Prudential Retirement Insurance and Annuity Company Guaranteed Income Fund | — | — | — | $2.4M | 2.8% | |
| Putnam Large Cap Value Fund Class R6 | — | — | — | $2.0M | 2.4% | |
| T. Rowe Price Retirement 2020 Fund | — | — | — | $1.2M | 1.5% | |
| Prudential Investments High Yield Fund | — | — | — | $1.2M | 1.5% | |
| Prudential Investments Jennison International Opportunities | — | — | — | $1.2M | 1.4% | |
| Victory Sycamore Established Value I | — | — | — | $1.2M | 1.4% | |
| PGIM TOTAL RETURN BOND FUND (IS) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 814 | Pooled Separate Account | — | — | $1.1M | 1.3% | |
| Prudential Investments Undiscovered Managers Behavioral Val A | — | — | — | $1.0M | 1.2% | |
| Invesco Small Cap Growth Y | — | — | — | $865K | 1.0% | |
| Fidelity Mid Cap Index | — | — | — | $690K | 0.8% | |
| GQG Partners Emerging Markets Equity Fund | — | — | — | $612K | 0.7% | |
| Fidelity International Index | — | — | — | $585K | 0.7% | |
| Fidelity Small Cap Index | — | — | — | $538K | 0.6% | |
| T. Rowe Price Retirement Balanced Fund | — | — | — | $499K | 0.6% | |
| T. Rowe Price Retirement 2015 Fund | — | — | — | $171K | 0.2% | |
| T. Rowe Price Retirement 2010 Fund | — | — | — | $92K | 0.1% |
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