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Original filing (PDF)20250814153229NAL0005484243001
SM ENERGY COMPANY
Form 5500
FILING_RECEIVED
SM ENERGY COMPANY 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
651
Accounts w/ balance
760
Plan assets (EOY)
$190.3M
Net assets (EOY)
$190.3M
How this plan invests
This plan
35 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 (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SM ENERGY COMPANY.
Plan sponsor
Name
SM ENERGY COMPANY
EIN
41-0518430
Address
1700 LINCOLN ST. STE 3200 · DENVER, CO · 80203
Phone
(303) 861-8140
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-14
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
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $51K | — |
Investments
35 direct securities· $189.5M(100% of reported assets)
Uncategorized
$164.6M
34 holdings
Mutual Funds
$25.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund - Institutional Class | — | — | — | $26.2M | 13.8% | |
| s * Fidelity Contrafund | Mutual Funds | — | — | $25.0M | 13.1% | |
| Fidelity Freedom 2050 K6 | — | — | — | $11.1M | 5.8% | |
| Fidelity Freedom 2045 K6 | — | — | — | $10.7M | 5.6% | |
| Fidelity Balanced Fund | — | — | — | $8.7M | 4.6% | |
| Fidelity Freedom 2040 K6 | — | — | — | $7.3M | 3.8% | |
| Fidelity Freedom 2055 K6 | — | — | — | $7.1M | 3.8% | |
| Fidelity Freedom 2035 K6 | — | — | — | $7.1M | 3.7% | |
| Fidelity Freedom 2030 K6 | — | — | — | $6.9M | 3.6% | |
| Fidelity Diversified International Fund | — | — | — | $6.4M | 3.4% | |
| Baron Growth Fund | — | — | — | $5.9M | 3.1% | |
| Fidelity Mid-Cap Stock Fund Class K | — | — | — | $5.8M | 3.1% | |
| Touchstone Large Cap Focused Fund Institutional | — | — | — | $5.1M | 2.7% | |
| Fidelity Low-Priced Stock Fund | — | — | — | $4.8M | 2.5% | |
| Fidelity Government Money Market K6 | — | — | — | $4.8M | 2.5% | |
| PIMCO Total Return Fund Admin Class | — | — | — | $4.5M | 2.4% | |
| American Beacon Small Cap Value Fund | — | — | — | $4.4M | 2.3% | |
| Fidelity Capital & Income Fund | — | — | — | $4.3M | 2.3% | |
| Fidelity Freedom 2020 K6 | — | — | — | $4.0M | 2.1% | |
| Fidelity Freedom 2025 K6 | — | — | — | $3.3M | 1.7% | |
| Fidelity Extended Market Index Fund | — | — | — | $3.2M | 1.7% | |
| JPMorgan Equity Income Fund Class R6 | — | — | — | $3.0M | 1.6% | |
| Columbia Mid-Cap Value Fund R5 | — | — | — | $2.9M | 1.5% | |
| Fidelity Total International Index Fund | — | — | — | $2.9M | 1.5% | |
| Fidelity Freedom 2060 K6 | — | — | — | $2.6M | 1.4% | |
| American Funds EuroPacific Growth Fund | — | — | — | $2.0M | 1.0% | |
| RBC Emerging Markets Equity Fund | — | — | — | $1.7M | 0.9% | |
| UBS US Small Cap Growth Class P | — | — | — | $1.5M | 0.8% | |
| Fidelity Freedom 2010 K6 | — | — | — | $1.3M | 0.7% | |
| Fidelity Freedom K Income Fund | — | — | — | $1.2M | 0.7% | |
| (Loans) | — | — | — | $1.2M | 0.6% | |
| Fidelity Government Income Fund | — | — | — | $1.2M | 0.6% | |
| Fidelity US Bond Index | — | — | — | $804K | 0.4% | |
| Fidelity Freedom 2065 K6 | — | — | — | $298K | 0.2% | |
| Fidelity Freedom 2015 K6 | — | — | — | $215K | 0.1% |