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Original filing (PDF)20251001091613NAL0005846979001
MORROW ENERGY, LLC
Form 5500
FILING_RECEIVED
MORROW ENERGY 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
175
Accounts w/ balance
236
Plan assets (EOY)
$7.5M
Net assets (EOY)
$7.5M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 74 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORROW ENERGY, LLC.
Plan sponsor
Name
MORROW ENERGY, LLC
EIN
45-3982638
Address
10818 W COUNTY ROAD 72 · MIDLAND, TX · 79707
Phone
(432) 400-2233
Industry
Manufacturingsee 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
2025-10-01
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WHITLEY PENN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $49K | — |
| MERRILL LYNCH RETIREMENT & BENEFIT | 13-5674085 | — | NONE | $6K | — |
Investments
27 direct securities· $6.8M(92% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blackrock Liquidity Fund Fedfund Mngt | — | — | — | $1.5M | 20.5% | |
| Alliancebernstein Large Cap Growth Z | — | — | — | $1.4M | 18.5% | |
| Vanguard Growth Index Adm | — | — | — | $791K | 10.6% | |
| John Hancock Disciplined Value R6 | — | — | — | $769K | 10.3% | |
| Invesco Gold & Special Minerals Y | — | — | — | $342K | 4.6% | |
| Blackrock Health Sciences Opp Port Instl | — | — | — | $310K | 4.2% | |
| Vanguard Mid Cap Index Adm | — | — | — | $287K | 3.9% | |
| American Funds New Perspective R6 | — | — | — | $284K | 3.8% | |
| Vanguard Small-Cap Index Adm | — | — | — | $193K | 2.6% | |
| 8.50% with various due dates -0- | — | — | — | $184K | 2.5% | |
| Vanguard Total World Stock Index Adm | — | — | — | $178K | 2.4% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $147K | 2.0% | |
| J.P. Morgan Global Allocation R6 | — | — | — | $117K | 1.6% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $73K | 1.0% | |
| TCW MetWest Total Return Bond Fund P Share | — | — | — | $42K | 0.6% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $41K | 0.5% | |
| Franklin Templeton Investments Western Asset Core Bond Is | — | — | — | $37K | 0.5% | |
| Franklin Templeton Investments Mutual European R6 | — | — | — | $33K | 0.4% | |
| Blackrock Sust Emer Markets Equity I | — | — | — | $33K | 0.4% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $22K | 0.3% | |
| Vanguard Total Intl Stock Index Adm | — | — | — | $14K | 0.2% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $14K | 0.2% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $6K | <0.1% | |
| Lord Abbett Short Duration Income R6 | — | — | — | $3K | <0.1% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $2K | <0.1% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $2K | <0.1% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $2K | <0.1% |
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