Original filing (PDF)20231016160316NAL0025352003001

BLUE RACER MIDSTREAM, LLC

Name: BLUE RACER MIDSTREAM, LLC — BLUE RACER MIDSTREAM 401(K) PLAN, Form 5500 (2022)
Creator: BLUE RACER MIDSTREAM, LLC

Form 5500

FILING_RECEIVED

BLUE RACER MIDSTREAM 401(K) PLAN

401(k) retirement plan

Signals · 1

Late participant contributions

Active participants

180

Accounts w/ balance

200

Plan assets (EOY)

$20.5M

Net assets (EOY)

$20.5M

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).

Decision-maker contacts

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

Plan sponsor

Name

BLUE RACER MIDSTREAM, LLC

EIN

46-1520107all filings

Address

5949 SHERRY LANE SUITE 1700 · DALLAS, TX · 75225

Phone

(214) 580-3851

Industry

Mining, Quarrying, Oil & Gassee all

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%