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Original filing (PDF)20251009115713NAL0006939713001
ENERGY TRANSFER LP
Form 5500
FILING_RECEIVED
ENERGY TRANSFER LP 401(K) PLAN
401(k) retirement plan
Signals · 2
92% in single holdingNo recordkeeper disclosed
Active participants
13,406
Accounts w/ balance
16,341
Plan assets (EOY)
$2.8B
Net assets (EOY)
$2.8B
How this plan invests
This plan
2 pooled trusts
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Master Trust Energy Transfer LP Energy Transfer LP Master Trust" is 92% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENERGY TRANSFER LP.
Plan sponsor
Name
ENERGY TRANSFER LP
EIN
30-0108820
Address
1300 MAIN STREET · SUITE 15034 · HOUSTON, TX · 77002
Phone
(713) 989-7572
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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3C · Not intended to be qualified
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 direct security · 2 pooled funds· $2.8B(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.
Master Trust
$2.7B
2 holdings
Uncategorized
$50.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ENERGY TRANSFER LP MASTER TRUST ENERGY TRANSFER LP · EIN 30-0108820 / PN 102 | Master Trust | — | — | $2.6B | 91.9% | |
| SUNOCO INC. CAP PRESERVATION FD SUNOCO, INC. · EIN 23-1743282 / PN 103 | Master Trust | — | — | $174.6M | 6.3% | |
| Participant loans Interest rates ranging from | — | — | — | $50.4M | 1.8% |
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