How big is Blue Racer Midstream, LLC's plan?

Blue Racer Midstream, LLC's plan reported $20.5M in assets and 180 participants for 2022.

Original filing (PDF)20231016160316NAL0025352003001

Blue Racer Midstream, LLC

Name: Blue Racer Midstream, LLC — Blue Racer Midstream, Form 5500 (2022)
Creator: Blue Racer Midstream, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Blue Racer Midstream 401(k) Plan

401(k) retirement plan · Blue Racer Midstream, LLC's Blue Racer Midstream 401(k) Plan held $20.5M in plan assets for 180 participants in 2022, with Fidelity as recordkeeper.

Signals · 1

Late participant contributions

Active participants

180

Accounts w/ balance

200

Plan assets (EOY)

$20.5M

Net assets (EOY)

$20.5M

People on this filing

Rebecca Smotherman signed Blue Racer Midstream, LLC's 2022 Form 5500 as plan administrator.

Rebecca Smotherman — 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

Blue Racer Midstream, LLC's EIN is 46-1520107.

EIN 46-1520107

Plan number 001

Plan year 2022

ACK ID 20231016160316NAL0025352003001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Blue Racer Midstream, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Blue Racer Midstream, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

22 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 1K (0% of contributions).

Helping the score

Below-peer total plan cost (92nd percentile).

Plan sponsor

Name

BLUE RACER MIDSTREAM, LLC

EIN

all filings

Address

5949 SHERRY LANE SUITE 1700 · DALLAS, TX · 75225

Phone

(214) 580-3851

Industry

Mining, Quarrying, Oil & Gas

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-16

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)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$2K	—

Investments

22 direct securities· $20.5M(100% of reported assets)

Other securities

$17.7M

15 holdings

Mutual Funds

$1.8M

6 holdings

Common Collective Trusts

$980K

1 holding

					% of plan
American Century American Century One Choice 2050	Other securities	—	—	$3.5M	17.1%
American Century American Century One Choice 2055	Other securities	—	—	$2.8M	13.7%
American Century American Century One Choice 2040	Other securities	—	—	$2.2M	10.5%
American Century American Century One Choice 2045	Other securities	—	—	$2.1M	10.0%
American Century American Century One Choice 2035	Other securities	—	—	$2.0M	9.9%
American Century American Century One Choice 2025	Other securities	—	—	$1.3M	6.2%
American Century American Century One Choice 2030	Other securities	—	—	$1.2M	5.9%
JPMorgan Intrepid Growth R5	Other securities	—	—	$1.2M	5.7%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$980K	4.8%
Fidelity Retirement Government Money Market	Mutual Funds	—	—	$901K	4.4%
American Century American Century One Choice In Retirement	Other securities	—	—	$662K	3.2%
various due dates -0-	Other securities	—	—	$510K	2.5%
MFS Mid Cap Value Fund R4	Mutual Funds	—	—	$260K	1.3%
PIMCO Income Fund Institutional Class	Mutual Funds	—	—	$241K	1.2%
Fidelity Advisor Small Cap Growth	Mutual Funds	—	—	$185K	0.9%
Hartford Dividend and Growth R6	Other securities	—	—	$139K	0.7%
T Rowe Price T Rowe Price Diversified Mid Cap Growth	Mutual Funds	—	—	$135K	0.7%
Frost Total Return Bond	Other securities	—	—	$87K	0.4%
JPMorgan Small Cap Core	Other securities	—	—	$83K	0.4%
JPMorgan Intrepid Mid Cap	Other securities	—	—	$46K	0.2%
Goldman Sachs Goldman Sachs International Small Cap Insights Institutional	Other securities	—	—	$41K	0.2%
American Funds American Funds EuroPacific Growth R6	Mutual Funds	—	—	$35K	0.2%