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Original filing (PDF)20251013203015NAL0000930243001
ARCHROCK SERVICES, L.P.
Form 5500
FILING_RECEIVED
ARCHROCK 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,355
Accounts w/ balance
1,729
Plan assets (EOY)
$199.8M
Net assets (EOY)
$199.8M
How this plan invests
This plan
25 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
100
Knocking points off
- 14 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARCHROCK SERVICES, L.P..
Plan sponsor
Name
ARCHROCK SERVICES, L.P.
EIN
47-3682215
Address
9807 KATY FREEWAY, SUITE 100 · HOUSTON, TX · 77024
Phone
(281) 836-8000
Industry
Utilitiessee 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
2025-10-13
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
MELTON & MELTON, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | NONE | $121K | — |
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $116K | — |
| MELTON & MELTON | — | HOUSTON, TX | NONE | $36K | — |
Investments
10 direct securities · 25 pooled funds· $239.4M(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
$174.5M
25 holdings
Uncategorized
$64.9M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street S&P 500 Index K Common trust fund | — | — | — | $33.6M | 16.8% | |
| SSGA S&P 500 IDX NL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337993 / PN 388 | Common Collective Trust | — | — | $33.6M | 16.8% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $17.2M | 8.6% | |
| Eaton Vance Atlanta Capital SMID-Cap R6 Mutual fund | — | — | — | $16.4M | 8.2% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $15.8M | 7.9% | |
| PGIM GUARANTEED INCOME FUND PRUDENTIAL TRUST COMPANY · EIN 06-1050034 / PN 000 | Common Collective Trust | — | — | $13.9M | 6.9% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $13.1M | 6.5% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $12.5M | 6.2% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $12.4M | 6.2% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $9.0M | 4.5% | |
| GREAT GRAY TR EUROPAC GRWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $7.6M | 3.8% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $7.1M | 3.6% | |
| HARBOR CAP APPRECIATION CIT R HARBOR TRUST COMPANY, INC. · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $6.9M | 3.4% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $4.3M | 2.1% | |
| State Street Russell Small/Mid Cap Index K Common trust fund | — | — | — | $4.0M | 2.0% | |
| SS RUSS SML/MID IDX NL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337991 / PN 461 | Common Collective Trust | — | — | $4.0M | 2.0% | |
| varying maturity dates 0 | — | — | — | $4.0M | 2.0% | |
| FIAM CORE PLUS CIT CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $4.0M | 2.0% | |
| MFS LARGE CAP VAL CIT CL CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $3.2M | 1.6% | |
| PIMCO Income Institutional Mutual fund | — | — | — | $2.2M | 1.1% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $1.9M | 1.0% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $1.7M | 0.9% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $1.7M | 0.9% | |
| State Street US Bond Index K Common trust fund | — | — | — | $1.3M | 0.7% | |
| SS US BOND IDX NL SER K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 462 | Common Collective Trust | — | — | $1.3M | 0.7% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $1.2M | 0.6% | |
| State Street Global All Cap Equity Ex-US Index K Common trust fund | — | — | — | $1.1M | 0.6% | |
| SS GBL ACE EX-US IDX NL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $1.1M | 0.6% | |
| Principal SmallCap Growth Fund I Class R6 Mutual fund | — | — | — | $1.0M | 0.5% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $785K | 0.4% | |
| American Beacon Small Cap Value R-6 Mutual fund | — | — | — | $782K | 0.4% | |
| T. Rowe Price Government Money I Mutual fund | — | — | — | $391K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $173K | <0.1% | |
| T. ROWE PRICE RETIREMENT BALANCED T T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $86K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $24K | <0.1% |