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Original filing (PDF)20251013152109NAL0001510065001
FLYWHEEL ENERGY MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
FLYWHEEL ENERGY RETIREMENT PLAN
401(k) retirement plan
Active participants
309
Accounts w/ balance
295
Plan assets (EOY)
$31.0M
Net assets (EOY)
$31.0M
How this plan invests
This plan
8 pooled trusts
Schedule D
27 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 (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLYWHEEL ENERGY MANAGEMENT, LLC.
Plan sponsor
Name
FLYWHEEL ENERGY MANAGEMENT, LLC
EIN
36-4863019
Address
621 N. ROBINSON, SUITE 300 · OKLAHOMA, OK · 73102
Phone
(405) 702-6991
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
2025-10-13
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EIDE BAILLY
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 | $5K | — |
Investments
19 direct securities · 8 pooled funds· $25.8M(83% 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
$18.8M
18 holdings
Mutual Funds
$5.5M
1 holding
Common Collective Trust
$1.6M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity Mgmt Co Fidelity Freedom 2045 K6 N/A | Mutual Funds | — | — | $5.5M | 17.8% | |
| Fidelity Mgmt Co Fidelity 500 Index N/A | — | — | — | $5.1M | 16.6% | |
| Fidelity Mgmt Co Fidelity Freedom 2055 K6 N/A | — | — | — | $3.4M | 11.0% | |
| Fidelity Mgmt Co Fidelity Freedom 2040 K6 N/A | — | — | — | $3.0M | 9.6% | |
| Fidelity Mgmt Co Fidelity Freedom 2035 K6 N/A | — | — | — | $2.4M | 7.8% | |
| MFS Capital Group MFS Mid Cap Growth R6 N/A | — | — | — | $1.0M | 3.3% | |
| Fidelity Mgmt Co Fidelity Freedom 2030 K6 N/A | — | — | — | $808K | 2.6% | |
| LARGE CAP GR III I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $753K | 2.4% | |
| Notes receivable from participants Maturing 2025-2032 at interest rates of 4.25% - 9.50% - | — | — | — | $507K | 1.6% | |
| Emerald Growth Partners Emerald Growth Inst N/A | — | — | — | $409K | 1.3% | |
| Fidelity Mgmt Co Fidelity Extended Market Index Fund N/A | — | — | — | $362K | 1.2% | |
| Fidelity Mgmt Co Fidelity Internatonal Index Fund N/A | — | — | — | $346K | 1.1% | |
| Fidelity Mgmt Co Fidelity Freedom 2060 K6 N/A | — | — | — | $339K | 1.1% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $320K | 1.0% | |
| Fidelity Mgmt Co Fidelity US Bond Index N/A | — | — | — | $264K | 0.9% | |
| Fidelity Mgmt Co Fidelity Real Estate Index N/A | — | — | — | $261K | 0.8% | |
| MID CAP VAL II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $234K | 0.8% | |
| Goldman Sachs Goldman Sachs Small Cap Value Insights Fu N/A | — | — | — | $217K | 0.7% | |
| GG EUROPAC GROWTH I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $170K | 0.6% | |
| Fidelity Mgmt Co Fidelity Freedom 2025 K6 N/A | — | — | — | $165K | 0.5% | |
| Fidelity Mgmt Co Fidelity Freedom 2065 K6 N/A | — | — | — | $84K | 0.3% | |
| Fidelity Mgmt Co Fidelity Freedom 2020 K6 N/A | — | — | — | $66K | 0.2% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $58K | 0.2% | |
| LA CORE BOND CIT GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $14K | <0.1% | |
| Fidelity Mgmt Co Fidelity Freedom Inc K6 N/A | — | — | — | $4K | <0.1% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $2K | <0.1% | |
| LARGE CAP GRTH I1 GREAT GRAY TRUST COMPANY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $0 | <0.1% |
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