Society of Petroleum Engineers (Spe) 401(k) match, vesting and fees
What Society of Petroleum Engineers (Spe)'s 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Futureplan (Ascensus) | Schedule C ↗ |
| Independent auditor | Rsm US LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 2,134 defined-contribution plans in educational services with 100 to 499 participants.
| Society of Petroleum Engineers (Spe): employer contribution per participant | $4,296 | |
| Peer median | $1,684 |
| Society of Petroleum Engineers (Spe): average balance | $162,249 | |
| Peer median | $62,952 |
| Society of Petroleum Engineers (Spe): admin expenses ÷ assets | 0.29% | |
| Peer median | 0.17% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $31.5M at the end of plan year 2021 to $29.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 185 | $29.5M | $782K | $4,296 | 0.29% | Not published | Form 5500 ↗ |
| 2023 | 205 | $29.1M | $775K | $3,838 | 0.27% | Not published | Form 5500 ↗ |
| 2022 | 210 | $27M | $736K | $3,575 | 0.20% | Not published | Form 5500 ↗ |
| 2021 | 207 | $31.5M | $682K | $3,362 | 0.19% | Not published | Form 5500 ↗ |
Common questions
Does Society of Petroleum Engineers (Spe) match 401(k) contributions?
The match terms for the Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan have not been published from its filing yet. The plan year 2024 filing reports $782K in employer contributions, about $4,296 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Society of Petroleum Engineers (Spe) 401(k) match vested?
The vesting schedule for the Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Society of Petroleum Engineers (Spe) 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Futureplan (Ascensus). The plan administrator is Futureplan Fiduciary Services LLC.
I left Society of Petroleum Engineers (Spe). How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Futureplan Fiduciary Services LLC, (855) 711-5283) or the recordkeeper, Futureplan (Ascensus). The Society of Petroleum Engineers (Spe) old 401(k) page lists the contacts from every plan filing. Find an old Society of Petroleum Engineers (Spe) 401(k)
Data from the public Form 5500 annual reports Society of Petroleum Engineers (Spe) filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Society of Petroleum Engineers (Spe). Not financial advice. Report a correction · Methodology