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Original filing (PDF)20250709141704NAL0008216752001
REPSOL SERVICES COMPANY
Form 5500
FILING_RECEIVED
REPSOL SERVICES COMPANY 401(K) PLAN
401(k) retirement plan
Active participants
670
Accounts w/ balance
949
Plan assets (EOY)
$240.7M
Net assets (EOY)
$240.7M
How this plan invests
This plan
4 pooled trusts
Schedule D
21 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 (0 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REPSOL SERVICES COMPANY.
Plan sponsor
Name
REPSOL SERVICES COMPANY
EIN
20-3967665
Address
2455 TECHNOLOGY FOREST BLVD. BUILDI · THE WOODLANDS, TX · 77381
Phone
(281) 621-7200
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
2025-07-09
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
PRICEWATERHOUSECOOPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $11K | — |
Investments
17 direct securities · 4 pooled funds· $239.7M(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
$159.7M
17 holdings
Pooled Separate Account
$80.0M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Mutual Fund | — | — | — | $38.1M | 15.8% | |
| LARGE CAP GROWTH / MFS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 350 | Pooled Separate Account | — | — | $31.9M | 13.3% | |
| and Par or Maturity Value * Guaranteed Income Fund Guaranteed Income Fund | — | — | — | $25.8M | 10.7% | |
| LARGE CAP VALUE I (MANAGED BY JP MO EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 129 | Pooled Separate Account | — | — | $24.8M | 10.3% | |
| Lazard International Strategic EQ R6 Mutual Fund | — | — | — | $16.8M | 7.0% | |
| Victory Sycamore Established Value R6 Mutual Fund | — | — | — | $14.9M | 6.2% | |
| WESTERN ASSET CORE PLUS BOND (IS PL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 824 | Pooled Separate Account | — | — | $13.1M | 5.5% | |
| Janus Henderson Triton N Mutual Fund | — | — | — | $10.3M | 4.3% | |
| CLEARBRIDGE INTNL GROWTH (IS PLATFO EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 842 | Pooled Separate Account | — | — | $10.1M | 4.2% | |
| Vanguard Mid Cap Index INS Mutual Fund | — | — | — | $10.0M | 4.1% | |
| Columbia Contrarian Core I Mutual Fund | — | — | — | $8.3M | 3.4% | |
| Janus Henderson Enterprise N Mutual Fund | — | — | — | $7.2M | 3.0% | |
| American Funds American Balance R6 Mutual Fund | — | — | — | $6.2M | 2.6% | |
| Vanguard S&P Small-Cap 600 Index I Mutual Fund | — | — | — | $5.4M | 2.2% | |
| DFA International Value I Mutual Fund | — | — | — | $4.3M | 1.8% | |
| Vanguard Interm-Term Bond Index ADM Mutual Fund | — | — | — | $4.2M | 1.7% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund | — | — | — | $3.1M | 1.3% | |
| American Funds New World R6 Mutual Fund | — | — | — | $2.1M | 0.9% | |
| Mass Mutual High Yield I Mutual Fund | — | — | — | $1.4M | 0.6% | |
| Allspring Special Small Cap Value R6 Mutual Fund | — | — | — | $1.1M | 0.5% | |
| Dodge & Cox Income X Mutual Fund | — | — | — | $612K | 0.3% |