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Original filing (PDF)20250910114024NAL0013145219001
KLX ENERGY SERVICES HOLDINGS, INC
Form 5500
FILING_RECEIVED
KLX ENERGY SERVICES 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,694
Accounts w/ balance
2,201
Plan assets (EOY)
$98.3M
Net assets (EOY)
$98.3M
How this plan invests
This plan
14 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 31 bps in Schedule C fees — 95% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KLX ENERGY SERVICES HOLDINGS, INC.
Plan sponsor
Name
KLX ENERGY SERVICES HOLDINGS, INC
EIN
47-2661164
Address
3040 POST OAK BLVD., 15TH FLOOR · HOUSTON, TX · 77056
Phone
(713) 623-7103
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
2025-09-10
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
CALVETTI FERGUSON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | 33-0785439 | — | INVESTMENT ADVISORY | $52K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALVETTI FERGUSON | 13-4255527 | — | ACCOUNTANT | $25K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $212K | — |
| WEAVER AND TIDWELL, LLP | 75-0786316 | — | RETAINED BY EMPLOYER | $17K | — |
Investments
21 direct securities · 14 pooled funds· $97.4M(99% 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
$75.8M
14 holdings
Uncategorized
$21.6M
21 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NUVEEN TIAA LIFECYCLE IDX 2045 SEI TRUST COMPANY · EIN 85-3115258 / PN 040 | Common Collective Trust | — | — | $14.5M | 14.7% | |
| NUVEEN TIAA LIFECYCLE IDX 2050 SEI TRUST COMPANY · EIN 85-3138760 / PN 041 | Common Collective Trust | — | — | $12.4M | 12.6% | |
| NUVEEN TIAA LIFECYCLE IDX 2035 SEI TRUST COMPANY · EIN 85-3078653 / PN 038 | Common Collective Trust | — | — | $11.3M | 11.5% | |
| NUVEEN TIAA LIFECYCLE IDX 2040 SEI TRUST COMPANY · EIN 85-3093428 / PN 039 | Common Collective Trust | — | — | $10.9M | 11.1% | |
| NUVEEN TIAA LIFECYCLE IDX 2055 SEI TRUST COMPANY · EIN 85-3165477 / PN 042 | Common Collective Trust | — | — | $7.5M | 7.7% | |
| Fidelity 500 Index Fund (i) | — | — | — | $5.0M | 5.1% | |
| NUVEEN TIAA LIFECYCLE IDX 2030 SEI TRUST COMPANY · EIN 85-3029802 / PN 037 | Common Collective Trust | — | — | $4.6M | 4.7% | |
| NUVEEN TIAA LIFECYCLE IDX 2025 SEI TRUST COMPANY · EIN 85-3015123 / PN 036 | Common Collective Trust | — | — | $4.5M | 4.6% | |
| NUVEEN TIAA LIFECYCLE IDX 2060 SEI TRUST COMPANY · EIN 85-3177591 / PN 043 | Common Collective Trust | — | — | $3.2M | 3.2% | |
| Metlife Stable Value Fund (i) | — | — | — | $2.6M | 2.7% | |
| RELIANCE TRUST CO SV FD CIT, 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.6M | 2.7% | |
| Principal Blue Chip Fund R6 (i) | — | — | — | $1.9M | 1.9% | |
| NUVEEN TIAA LIFECYCLE IDX 2065 SEI TRUST COMPANY · EIN 85-3241339 / PN 047 | Common Collective Trust | — | — | $1.8M | 1.8% | |
| Principal LargeCap Growth Fund I R6 (i) | — | — | — | $1.8M | 1.8% | |
| NUVEEN TIAA LIFECYCLE IDX 2020 SEI TRUST COMPANY · EIN 85-2999137 / PN 035 | Common Collective Trust | — | — | $1.7M | 1.7% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares (i) | — | — | — | $1.6M | 1.7% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares (i) | — | — | — | $1.2M | 1.2% | |
| Capital Research & Mgmt Co. American Funds New Perspective R4 Fund (i) | — | — | — | $993K | 1.0% | |
| Principal MidCap Fund R6 (i) | — | — | — | $878K | 0.9% | |
| Principal Equity Income Fund (i) | — | — | — | $715K | 0.7% | |
| Hartford Intl Opport R6 (i) | — | — | — | $701K | 0.7% | |
| John Hancock Bond Fund R6 (i) | — | — | — | $652K | 0.7% | |
| Dimensional Fund Advisors US Vector Equity Portfolio Institutional Fund (i) | — | — | — | $626K | 0.6% | |
| Cohen & Steers Real Estate Securities Fund (i) | — | — | — | $605K | 0.6% | |
| Capital Research & Mgmt Co. American Funds New World R4 Fund (i) | — | — | — | $576K | 0.6% | |
| Capital Research & Mgmt Co. American Funds Europacific Growth R4 Fund (i) | — | — | — | $552K | 0.6% | |
| NUVEEN TIAA LIFECYCLE IDX 2015 SEI TRUST COMPANY · EIN 85-2959174 / PN 034 | Common Collective Trust | — | — | $425K | 0.4% | |
| Undiscovered Managers Behavioral Value Fund R6 (i) | — | — | — | $351K | 0.4% | |
| Blackrock Advisors, LLC High Yield Bond Fund (i) | — | — | — | $293K | 0.3% | |
| Principal SmallCap Growth Fund I R6 (i) | — | — | — | $234K | 0.2% | |
| NUVEEN TIAA LIFECYCLE IDX 2010 SEI TRUST COMPANY · EIN 85-2937849 / PN 033 | Common Collective Trust | — | — | $218K | 0.2% | |
| Fidelity US Bond Index Fund (i) | — | — | — | $118K | 0.1% | |
| NUVEEN TIAA LC INDX RET INC R SEI TRUST COMPANY · EIN 85-2928955 / PN 044 | Common Collective Trust | — | — | $102K | 0.1% | |
| Vanguard Real Estate Index Fund Admiral Shares (i) | — | — | — | $101K | 0.1% | |
| JP Morgan Funds Government Bond A Fund (i) | — | — | — | $93K | <0.1% |