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Original filing (PDF)20251015114515NAL0002237395001
PERFORMANCE ENERGY SERVICES LLC
Form 5500
FILING_RECEIVED
PERFORMANCE ENERGY SERVICES LLC 401(K) PLAN & TRUST
401(k) retirement plan
Active participants
790
Accounts w/ balance
291
Plan assets (EOY)
$9.7M
Net assets (EOY)
$9.7M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Participation health
65
Knocking points off
- Only 37% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (15 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERFORMANCE ENERGY SERVICES LLC.
Plan sponsor
Name
PERFORMANCE ENERGY SERVICES LLC
EIN
72-1477905
Address
3878 WEST MAIN STREET, SUITE B · GRAY, LA · 70359
Phone
(985) 219-3359
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-05-01
Tax period
2024-12-31
Filed
2025-10-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WEGMANN DAZET
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $14K | — |
Investments
22 direct securities· $9.0M(93% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.4M | 14.5% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.3M | 13.0% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $786K | 8.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $756K | 7.8% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $658K | 6.8% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $578K | 6.0% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $551K | 5.7% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $505K | 5.2% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $496K | 5.1% | |
| DFA INVESTMENT GRADE PORT INST | Registered Investment Companies | — | — | $378K | 3.9% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $361K | 3.7% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $341K | 3.5% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $338K | 3.5% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $139K | 1.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $125K | 1.3% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $81K | 0.8% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $73K | 0.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $66K | 0.7% | |
| DODGE & COX STOCKFUND X | Registered Investment Companies | — | — | $38K | 0.4% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $25K | 0.3% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $24K | 0.3% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $4K | <0.1% |
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