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Original filing (PDF)20251015133019NAL0002367283001
WHITE'S ENERGY SERVICES LLC
Form 5500
FILING_RECEIVED
WHITE'S ENERGY SERVICES LLC 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
146
Accounts w/ balance
116
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
How this plan invests
This plan
21 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (21 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHITE'S ENERGY SERVICES LLC.
Plan sponsor
Name
WHITE'S ENERGY SERVICES LLC
EIN
47-2326344
Address
909 NW 63RD STREET · OKLAHOMA CITY, OK · 73116
Phone
(405) 544-4625
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $3K | — |
| UNITED OF OMAHA | 47-0322111 | — | INVESTMENT COMPANY | $2K | — |
Investments
3 direct securities · 21 pooled funds· $2.3M(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.
Common Collective Trust
$2.2M
21 holdings
Uncategorized
$107K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE STREET RET RIGHT TARGET 2060 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 237 | Common Collective Trust | — | — | $456K | 19.9% | |
| STATE STREET RET RIGHT TARGET 2045 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 234 | Common Collective Trust | — | — | $328K | 14.3% | |
| STATE STREET RET RIGHT TARGET 2055 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 236 | Common Collective Trust | — | — | $316K | 13.8% | |
| STATE STREET RET RIGHT TARGET 2040 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 233 | Common Collective Trust | — | — | $242K | 10.5% | |
| STATE STREET RET RIGHT TARGET 2050 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 235 | Common Collective Trust | — | — | $197K | 8.6% | |
| STATE STREET S&P 500 IDX SEC LEND I STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $118K | 5.1% | |
| STATE STREET RUSSELL L/C GROWTH IDX STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 061 | Common Collective Trust | — | — | $109K | 4.8% | |
| STATE STREET RET RIGHT TARGET 2035 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 232 | Common Collective Trust | — | — | $97K | 4.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $71K | 3.1% | |
| STATE STREET RET RIGHT TARGET 2030 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 231 | Common Collective Trust | — | — | $71K | 3.1% | |
| STATE STREET RET RIGHT TARGET 2065 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 238 | Common Collective Trust | — | — | $62K | 2.7% | |
| STATE STREET S&P MIDCAP IDX SEC LEN STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 459 | Common Collective Trust | — | — | $43K | 1.9% | |
| STATE STREET RUSSELL LG CAP VAL IND STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 060 | Common Collective Trust | — | — | $36K | 1.6% | |
| Nationwide Geneva Small Cap Growth R6 Nationwide 0 | — | — | — | $29K | 1.3% | |
| STATE STREET EMERGING MKT IND SL II STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $24K | 1.1% | |
| STATE STREET RETIRE RIGHT RETIREMEN HAND BENEFITS & TRUST · EIN 74-2008758 / PN 228 | Common Collective Trust | — | — | $22K | 1.0% | |
| STATE STREET RUSS SM CAP IND SECS L STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 040 | Common Collective Trust | — | — | $22K | 1.0% | |
| RETIREMENT RIGHT STABLE VALUE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 227 | Common Collective Trust | — | — | $16K | 0.7% | |
| STATE STREET RET RIGHT TARGET 2025 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 230 | Common Collective Trust | — | — | $13K | 0.6% | |
| Causeway International Value Instl Causeway 0 | — | — | — | $7K | 0.3% | |
| STATE STREET RUSS SM CAP VA IND NON STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 223 | Common Collective Trust | — | — | $6K | 0.3% | |
| STATE STREET INTL IND SECS LENDING STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 010 | Common Collective Trust | — | — | $4K | 0.2% | |
| STATE STREET US INFL PRO BD IDX S/L STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 037 | Common Collective Trust | — | — | $2K | <0.1% | |
| STATE STREET US GOV/CRT BD IND NONL STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 261 | Common Collective Trust | — | — | $2K | <0.1% |
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