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Original filing (PDF)20250822100710NAL0005016113001
USA COMPRESSION MANAGEMENT SERVICES, LLC
Form 5500
FILING_RECEIVED
USA COMPRESSION 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
858
Accounts w/ balance
975
Plan assets (EOY)
$73.6M
Net assets (EOY)
$73.6M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
85
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 22 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 USA COMPRESSION MANAGEMENT SERVICES, LLC.
Plan sponsor
Name
USA COMPRESSION MANAGEMENT SERVICES, LLC
EIN
45-5586030
Address
111 CONGRESS AVE, SUITE 2400 · SUITE 450 · AUSTIN, TX · 78701
Phone
(512) 369-1387
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
2025-08-22
Pension benefit codes
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)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CBIZ CPA'S P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $105K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OAKSTREET WEALTH MANAGEMENT | 82-1589061 | — | ADVISOR | $39K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS, P.C. | 43-1947695 | — | ACCOUNTANT/AUDITOR | $20K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
28 direct securities· $73.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $10.0M | 13.6% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $6.6M | 9.0% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $6.6M | 9.0% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $6.0M | 8.1% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $5.7M | 7.7% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $5.0M | 6.8% | |
| Alger Capital Appreciation Y Fund Mutual Fund | — | — | — | $4.2M | 5.7% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $3.8M | 5.1% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $3.2M | 4.4% | |
| T Rowe Price New Horizons I Fund Mutual Fund | — | — | — | $3.2M | 4.3% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $3.0M | 4.0% | |
| (1) * Fidelity Government Money Market Fund Money Market | — | — | — | $2.3M | 3.1% | |
| Vanguard Equity Income Fund Admiral Mutual Fund | — | — | — | $2.2M | 3.0% | |
| Participant Loans (Interest rate range 4.25% - 9.50%) | — | — | — | $2.2M | 3.0% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $1.7M | 2.4% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $1.5M | 2.1% | |
| First Eagle Global R6 Fund Mutual Fund | — | — | — | $1.5M | 2.0% | |
| Dodge & Cox Income I Fund Mutual Fund | — | — | — | $982K | 1.3% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $836K | 1.1% | |
| Self-Directed Brokerage Accounts Brokerage Accounts | — | — | — | $667K | 0.9% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $523K | 0.7% | |
| Vanguard Target Retirement Income Fund Mutual Fund | — | — | — | $456K | 0.6% | |
| Invesco International Small-Mid R6 Fund Mutual Fund | — | — | — | $377K | 0.5% | |
| Invesco Developing Markets R6 Fund Mutual Fund | — | — | — | $366K | 0.5% | |
| Vanguard Small Cap Index Fund Admiral Mutual Fund | — | — | — | $299K | 0.4% | |
| Vanguard Real Estate Index Fund Admiral Mutual Fund | — | — | — | $178K | 0.2% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $128K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund | — | — | — | $77K | 0.1% |