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Original filing (PDF)20250917153254NAL0000319331001
ENCHANTED ROCK MANAGEMENT ,LLC
Form 5500
FILING_RECEIVED
ENCHANTED ROCK MANAGEMENT, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
244
Accounts w/ balance
200
Plan assets (EOY)
$8.6M
Net assets (EOY)
$8.6M
How this plan invests
This plan
1 pooled trust
Schedule D
32 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 ENCHANTED ROCK MANAGEMENT ,LLC.
Plan sponsor
Name
ENCHANTED ROCK MANAGEMENT ,LLC
EIN
20-5865669
Address
1113 VINE ST STE 101 · HOUSTON, TX · 77002
Phone
(832) 515-9172
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
2025-09-17
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
ROBERTSON & ROBERTSON PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233334 | — | RETAINED BY EMPLOYER | $42K | — |
Investments
31 direct securities · 1 pooled fund· $8.6M(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
$8.6M
31 holdings
Common Collective Trust
$36K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Teachers Advisors LLC Nuveen Lifecycle Index 2045 R6 | — | — | — | $1.1M | 13.1% | |
| Teachers Advisors LLC Nuveen Lifecycle Index 2050 R6 | — | — | — | $965K | 11.2% | |
| Teachers Advisors LLC Nuveen Lifecycle Index 2040 R6 | — | — | — | $857K | 10.0% | |
| SSGA Funds Management Inc State Street Eq 500 Idx K | — | — | — | $668K | 7.8% | |
| Vanguard Group Inc Vanguard Growth Index Fd Adm | — | — | — | $642K | 7.5% | |
| Teachers Advisors LLC Nuveen Lifecycle Index 2055 R6 | — | — | — | $592K | 6.9% | |
| Teachers Advisors LLC Nuveen Lifecycle Index 2030 R6 | — | — | — | $560K | 6.5% | |
| BlackRock Fund Advisors iShares Russell 1000 LC Indx K | — | — | — | $392K | 4.6% | |
| Teachers Advisors LLC Nuveen Lifecycle Index 2035 R6 | — | — | — | $387K | 4.5% | |
| Teachers Advisors LLC Nuveen Lifecycle Index 2060 R6 | — | — | — | $352K | 4.1% | |
| Vanguard Group Inc Vanguard Value Index Fd Adm | — | — | — | $265K | 3.1% | |
| Vanguard Group Inc Vanguard Real Estate Index Adm | — | — | — | $253K | 2.9% | |
| BlackRock Fund Advisors iShares MSCI Total Intl Idx K | — | — | — | $194K | 2.3% | |
| Vanguard Group Inc Vanguard Mid Cap Index Adm | — | — | — | $184K | 2.1% | |
| Vanguard Group Inc Vanguard Small Growth Adml | — | — | — | $169K | 2.0% | |
| Vanguard Group Inc Vanguard Balanced Index Ad | — | — | — | $122K | 1.4% | |
| Participant Loans Interest rates ranging from 5.25% to -0- | — | — | — | $121K | 1.4% | |
| Teachers Advisors LLC Nuveen Sm Cap Blend Index R6 | — | — | — | $102K | 1.2% | |
| Vanguard Group Inc Vanguard Sm Cap Val Ind (Adm) | — | — | — | $90K | 1.0% | |
| Vanguard Group Inc Vanguard Inter Term Bd Idx Adm | — | — | — | $89K | 1.0% | |
| Vanguard Group Inc Vanguard Emrg Mkts Stk Idx Ad | — | — | — | $82K | 1.0% | |
| Teachers Advisors LLC Nuveen Lifecycle Index 2020 R6 | — | — | — | $78K | 0.9% | |
| Teachers Advisors LLC Nuveen Lifecycle Idx Rt Inc R6 | — | — | — | $59K | 0.7% | |
| Teachers Advisors LLC Nuveen Lifecycle Index 2065 R6 | — | — | — | $50K | 0.6% | |
| Saturna Capital Corporation Amana Growth Fund Inst | — | — | — | $49K | 0.6% | |
| Teachers Advisors LLC Nuveen Lifecycle Index 2025 R6 | — | — | — | $46K | 0.5% | |
| JH STABLE VALUE GUARANTEED INC JOHN HANCOCK USA · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $36K | 0.4% | |
| Teachers Advisors LLC Nuveen Lifecycle Index 2015 R6 | — | — | — | $19K | 0.2% | |
| Teachers Advisors LLC Nuveen Lifecycle Index 2010 R6 | — | — | — | $14K | 0.2% | |
| BNY Mellon Investment Adviser, Inc BNY Mellon Dynamic Value Y | — | — | — | $13K | 0.2% | |
| Calvert Research and Management Calvert Core Bond Fund I | — | — | — | $7K | <0.1% | |
| Fidelity Management & Research Company LLC Fidelity Adv High Inc Adv I | — | — | — | $3K | <0.1% |
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