How big is PTW Energy Services, Inc.'s plan?

PTW Energy Services, Inc.'s plan reported $43K in assets and 36 participants for 2023.

Original filing (PDF)20241009121518NAL0009181075001

PTW Energy Services, Inc.

Name: PTW Energy Services, Inc. — PTW Energy Services, Form 5500 (2023)
Creator: PTW Energy Services, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

PTW Energy Services, Inc. 401(k) Plan

401(k) retirement plan · PTW Energy Services, Inc.'s PTW Energy Services, Inc. 401(k) Plan held $43K in plan assets for 36 participants in 2023, with Empower as recordkeeper.

Signals · 4

Late participant contributions100% in single holdingCorrective distributions issued~11029 bps in Sched C fees

Active participants

Accounts w/ balance

Plan assets (EOY)

$43K

Net assets (EOY)

$43K

People on this filing

Rachael O'CALlaghan signed PTW Energy Services, Inc.'s 2023 Form 5500 as plan administrator.

Rachael O'CALlaghan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

PTW Energy Services, Inc.'s EIN is 46-5280958.

EIN 46-5280958

Plan number 001

Plan year 2023

ACK ID 20241009121518NAL0009181075001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for PTW Energy Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

PTW Energy Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PTW ENERGY SERVICES, INC..

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How this plan invests

This plan

1 collective trust

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

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 92K (136% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (17th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Plan sponsor

Name

PTW ENERGY SERVICES, INC.

EIN

all filings

Address

1575 SAWDUST ROAD SUITE 300 · THE WOODLANDS, TX · 77380

Phone

(403) 826-8430

Industry

Electrical Contractors· Construction

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

2024-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$42K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$5K	—

Investments

1 pooled fund· $43K(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.