Back to filter
Original filing (PDF)20250909172105NAL0020451137001
DISCOVERY NATURAL RESOURCES LLC
Form 5500
FILING_RECEIVED
DISCOVERY NATURAL RESOURCES LLC RETIREMENT PLAN
401(k) retirement plan
Active participants
146
Accounts w/ balance
210
Plan assets (EOY)
$26.9M
Net assets (EOY)
$26.9M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DISCOVERY NATURAL RESOURCES LLC.
Plan sponsor
Name
DISCOVERY NATURAL RESOURCES LLC
EIN
16-1619487
Address
1001 17TH STREET · SUITE 2000 · DENVER, CO · 80202
Phone
(303) 893-5073
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
2025-09-09
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)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $8K | — |
Investments
29 direct securities· $26.5M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual funds | — | — | — | $3.9M | 14.6% | |
| Fidelity Freedom 2045 Mutual funds | — | — | — | $3.5M | 13.1% | |
| Fidelity Freedom 2050 Mutual funds | — | — | — | $2.9M | 10.8% | |
| Fidelity Growth Company Mutual funds | — | — | — | $2.6M | 9.7% | |
| Fidelity Freedom 2035 Mutual funds | — | — | — | $2.2M | 8.3% | |
| Fidelity Freedom 2040 Mutual funds | — | — | — | $2.1M | 7.7% | |
| Fidelity Freedom 2055 Mutual funds | — | — | — | $1.8M | 6.9% | |
| Fidelity Contrafund K6 Mutual funds | — | — | — | $1.6M | 5.9% | |
| Fidelity Freedom 2025 Mutual funds | — | — | — | $1.5M | 5.6% | |
| Fidelity Freedom 2030 Mutual funds | — | — | — | $783K | 2.9% | |
| Gabelli UST MM U.S. Treasury money market fund | — | — | — | $512K | 1.9% | |
| Fidelity Extended Market Index Fund Mutual funds | — | — | — | $360K | 1.3% | |
| Fidelity Freedom 2020 Mutual funds | — | — | — | $356K | 1.3% | |
| Dodge & Cox Income Fund Class X Mutual funds | — | — | — | $352K | 1.3% | |
| Vanguard inflation-Protected Admiral Mutual funds | — | — | — | $352K | 1.3% | |
| Artisan International Fund Mutual funds | — | — | — | $272K | 1.0% | |
| Vanguard Equity Admiral Mutual funds | — | — | — | $260K | 1.0% | |
| H&W High Yield Mutual funds | — | — | — | $193K | 0.7% | |
| Vanguard Explorer Fund Mutual funds | — | — | — | $180K | 0.7% | |
| Victory Sycamore Small Company R6 Mutual funds | — | — | — | $157K | 0.6% | |
| Fidelity US Bond Index Fund Mutual funds | — | — | — | $149K | 0.6% | |
| Fidelity Total International Index Fund Mutual funds | — | — | — | $134K | 0.5% | |
| DFA Global Real Estate Mutual funds | — | — | — | $69K | 0.3% | |
| Fidelity Freedom 2065 Mutual funds | — | — | — | $50K | 0.2% | |
| Fidelity Freedom 2010 Mutual funds | — | — | — | $49K | 0.2% | |
| Fidelity Freedom Income Mutual funds | — | — | — | $44K | 0.2% | |
| Fidelity Freedom 2060 Mutual funds | — | — | — | $36K | 0.1% | |
| Fidelity Short-Term Bond Index Mutual funds | — | — | — | $35K | 0.1% | |
| Vanguard Total Intl Bd Idx Admiral Mutual funds | — | — | — | $5K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Mining, Quarrying, Oil & Gas plans
SUMMIT PETROLEUM LLC
SUMMIT PETROLEUM LLC 401K PROFIT SHARING PLAN
$27.1M · 57 participants
CHASE PETROLEUM SERVICES & SUPPLY, LLC.
THE CHASE GROUP 401(K) PLAN
$26.6M · 180 participants
SIGNAL HILL PETROLEUM, INC.
SIGNAL HILL PETROLEUM, INC. 401(K) EMPLOYEE SAVINGS PLAN
$27.6M · 112 participants
BASA RESOURCES, INC.
BASA RESOURCES, INC. 401(K) PLAN
$26.2M · 199 participants
ANCI, INC.
ENEOS USA EMPLOYEES 401(K) PLAN
$27.7M · 203 participants
MACK ENERGY CO.
MACK ENERGY CO. CASH OR DEFERRED PROFIT SHARING RETIREMENT PLAN
$27.7M · 142 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B