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Original filing (PDF)20251002111511NAL0000267635001
ENLINK MIDSTREAM OPERATING, LP
Form 5500
FILING_RECEIVED
ENLINK MIDSTREAM OPERATING, LP 401(K) TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,082
Accounts w/ balance
1,428
Plan assets (EOY)
$210.5M
Net assets (EOY)
$210.5M
How this plan invests
This plan
2 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)
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENLINK MIDSTREAM OPERATING, LP.
Plan sponsor
Name
ENLINK MIDSTREAM OPERATING, LP
EIN
11-3666506
Address
1722 ROUTH ST · SUITE 1300 · DALLAS, TX · 75201
Phone
(214) 953-9500
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
2025-10-02
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
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 84-4519624 | — | INVESTMENT ADVISORY | $56K | — |
| LOCKTON INVESTMENT ADVISORS | 20-8874282 | — | INVESTMENT ADVISORY | $19K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $109K | — |
Investments
30 direct securities · 2 pooled funds· $223.7M(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.
Uncategorized
$201.8M
30 holdings
Common Collective Trust
$21.9M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund | — | — | — | $21.6M | 10.3% | |
| Vanguard Total Stock Market Index Fund | — | — | — | $18.2M | 8.7% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $18.2M | 8.6% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $17.7M | 8.4% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $17.4M | 8.3% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $14.8M | 7.0% | |
| Great Gray Trust Company AllianceBernstein US Large Cap Growth CIT | — | — | — | $13.6M | 6.5% | |
| AB US LG CP GTH CIT W SRS CL L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $13.6M | 6.5% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $12.4M | 5.9% | |
| Invesco Discovery Fund | — | — | — | $9.5M | 4.5% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $8.7M | 4.1% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $8.3M | 4.0% | |
| Putnam Large Cap Value Fund | — | — | — | $5.9M | 2.8% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $4.9M | 2.3% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $4.0M | 1.9% | |
| Vanguard Balanced Index Fund | — | — | — | $3.7M | 1.8% | |
| Notes receivable Loans to participants, interest rates ranging from participants 4.25% to 9.50% with various maturities | — | — | — | $3.6M | 1.7% | |
| PIMCO Income Fund | — | — | — | $3.6M | 1.7% | |
| BlackRock Mid-Cap Growth Equity Portfolio Fund | — | — | — | $3.2M | 1.5% | |
| Vanguard Total International Stock Index Fund | — | — | — | $3.1M | 1.5% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $3.0M | 1.4% | |
| Vanguard Target Retirement Income Fund | — | — | — | $2.3M | 1.1% | |
| Vanguard Small-Cap Index Fund | — | — | — | $2.1M | 1.0% | |
| Allspring Special Global Small Cap Fund | — | — | — | $1.9M | 0.9% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $1.8M | 0.8% | |
| American Funds EuroPacific Growth Fund | — | — | — | $1.6M | 0.8% | |
| MFS Mid Cap Value Fund | — | — | — | $1.4M | 0.6% | |
| Victory Sycamore Small Company Opportunity Fund | — | — | — | $1.2M | 0.6% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $929K | 0.4% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $788K | 0.4% | |
| Fidelity Inflation Protected Bond Index Fund | — | — | — | $465K | 0.2% | |
| Cohen & Steers Realty Shares Fund | — | — | — | $258K | 0.1% |