How big is HEP Services LLC's plan?

HEP Services LLC's plan reported $42.1M in assets and 398 participants for 2024.

Original filing (PDF)20250725073533NAL0003247971001

HEP Services LLC

Name: HEP Services LLC — Howard Energy Partners 401(k), Form 5500 (2024)
Creator: HEP Services LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Howard Energy Partners 401(k) Plan

401(k) retirement plan · HEP Services LLC's Howard Energy Partners 401(k) Plan held $42.1M in plan assets for 398 participants in 2024, with Fidelity as recordkeeper.

Active participants

398

Accounts w/ balance

460

Plan assets (EOY)

$42.1M

Net assets (EOY)

$42.1M

People on this filing

Kenneth Coerver signed HEP Services LLC's 2024 Form 5500 as plan administrator.

Kenneth Coerver — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

HEP Services LLC's EIN is 36-4855577.

EIN 36-4855577

Plan number 001

Plan year 2024

ACK ID 20250725073533NAL0003247971001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for HEP Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

HEP Services LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEP SERVICES LLC.

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How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

HEP SERVICES LLC

EIN

all filings

Address

16211 LA CANTERA PKWY #202 · SAN ANTONIO, TX · 78256

Phone

(210) 298-2222

Industry

Mining, Quarrying, Oil & Gas

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

2025-07-25

Pension benefit codes

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)

2A · Age/service weighted or new comparability

3B · Covers self-employed individuals

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$17K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL LLC	04-3046611	—	ADVISOR	$51K	—

Investments

33 direct securities· $42.1M(100% of reported assets)

Mutual Funds

$27.8M

26 holdings

Common Collective Trusts

$9.0M

4 holdings

Other securities

$4.3M

2 holdings

Bonds / Notes

$993K

1 holding

					% of plan
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$7.8M	18.5%
Fidelity Advisor Freedom 2050 Fund - Class K6	Mutual Funds	—	—	$4.3M	10.2%
T. Rowe Price Blue Chip Growth Fund	Other securities	—	—	$3.3M	7.8%
Fidelity Advisor Freedom 2045 Fund - Class K6	Mutual Funds	—	—	$3.0M	7.2%
Fidelity Advisor Freedom 2055 Fund - Class K6	Mutual Funds	—	—	$2.9M	7.0%
Fidelity Advisor Freedom 2030 Fund - Class K6	Mutual Funds	—	—	$2.4M	5.6%
Fidelity Advisor Freedom 2040 Fund - Class K6	Mutual Funds	—	—	$2.3M	5.5%
Fidelity Advisor Freedom 2035 Fund - Class K6	Mutual Funds	—	—	$2.2M	5.1%
Putnam Large Cap Value Fund Class Y	Mutual Funds	—	—	$1.5M	3.7%
Fidelity Advisor Freedom 2025 Fund - Class K6	Mutual Funds	—	—	$1.4M	3.4%
Money Market Funds * Fidelity Government Money Market Fund	Mutual Funds	—	—	$1.2M	2.9%
Fidelity Advisor Freedom 2060 Fund - Class K6	Mutual Funds	—	—	$1.2M	2.8%
JP Morgan Mid Cap Growth Fund Class R-5	Other securities	—	—	$1.0M	2.5%
0 * Participant Loans 4.25% - 9.50%	Bonds / Notes	—	—	$993K	2.4%
MFS International Growth Fund Class R4	Mutual Funds	—	—	$951K	2.3%
Janus Henderson Triton Fund Class T	Mutual Funds	—	—	$921K	2.2%
American Funds The Growth Fund of America Class R-6	Mutual Funds	—	—	$788K	1.9%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$534K	1.3%
Fidelity Advisor Freedom 2020 Fund - Class K6	Mutual Funds	—	—	$520K	1.2%
American Funds Balanced Fund Class R-6	Mutual Funds	—	—	$463K	1.1%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$409K	1.0%
American Funds SMALLCAP World Fund Class R-6	Mutual Funds	—	—	$353K	0.8%
PIMCO Income Fund Class I	Mutual Funds	—	—	$334K	0.8%
American Funds New Perspective Fund Class R-6	Mutual Funds	—	—	$325K	0.8%
Fidelity Advisor Focused Emerging Markets Fund - Class I	Mutual Funds	—	—	$229K	0.5%
Fidelity International Index Fund	Common Collective Trusts	—	—	$220K	0.5%
Fidelity Advisor Freedom 2065 Fund - Class K6	Mutual Funds	—	—	$219K	0.5%
Fidelity Advisor Freedom Income Fund - Class K6	Mutual Funds	—	—	$109K	0.3%
s * Fidelity Advisor Total Bond Fund - Class I	Mutual Funds	—	—	$81K	0.2%
Fidelity Advisor Freedom 2010 Fund - Class K6	Mutual Funds	—	—	$25K	<0.1%
American Funds U.S. Government Security Fund Class R-6	Mutual Funds	—	—	$24K	<0.1%
American Funds Capital World Bond Fund Class R-6	Mutual Funds	—	—	$19K	<0.1%
Fidelity Advisor Freedom 2015 Fund - Class K6	Mutual Funds	—	—	$14K	<0.1%