How big is CP Energy Administration, LLC's plan?

CP Energy Administration, LLC's plan reported $6.6M in assets and 160 participants for 2024.

Original filing (PDF)20251001152146NAL0012782673001

CP Energy Administration, LLC

Name: CP Energy Administration, LLC — CP Energy Administra, Form 5500 (2024)
Creator: CP Energy Administration, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

CP Energy Administration, LLC 401(k) Plan

401(k) retirement plan · CP Energy Administration, LLC's CP Energy Administration, LLC 401(k) Plan held $6.6M in plan assets for 160 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

~75 bps in Sched C fees

Active participants

160

Accounts w/ balance

167

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

People on this filing

Kyle Essmiller signed CP Energy Administration, LLC's 2024 Form 5500 as plan administrator.

Kyle Essmiller — 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

CP Energy Administration, LLC's EIN is 47-1931774.

EIN 47-1931774

Plan number 001

Plan year 2024

ACK ID 20251001152146NAL0012782673001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CP Energy Administration, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CP Energy Administration, LLC's plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.

Decision-maker contacts

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

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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

Above-average plan

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

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

CP ENERGY ADMINISTRATION, LLC

EIN

all filings

Address

317 LILAC DRIVE STE 200 · EDMOND, OK · 73034

Phone

(405) 562-4901

Industry

Wholesale Trade

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

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$21K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RAYMOND JAMES FINANCIAL SERVICES	59-2937883	—	ADVISOR	$29K	—

Investments

27 direct securities· $6.6M(100% of reported assets)

Mutual Funds

$4.9M

16 holdings

Other securities

$1.3M

7 holdings

Common Collective Trusts

$416K

3 holdings

Common Stocks

$25K

1 holding

					% of plan
Fidelity Investments Fidelity Freedom Index 2025 Fund - IP Class	Mutual Funds	—	—	$1.1M	16.1%
Fidelity Investments Fidelity Freedom Index 2040 Fund - IP Class	Mutual Funds	—	—	$775K	11.7%
Fidelity Investments Fidelity Freedom Index 2035 Fund - IP Class	Mutual Funds	—	—	$669K	10.1%
Fidelity Investments Fidelity Freedom Index 2050 Fund - IP Class	Mutual Funds	—	—	$576K	8.7%
Fidelity Investments Fidelity Freedom Index 2045 Fund - IP Class	Mutual Funds	—	—	$562K	8.5%
Clearbridge Investments ClearBridge Large Cap Growth Fund Class A	Other securities	—	—	$509K	7.7%
Fidelity Investments Fidelity Freedom Index 2030 Fund - IP Class	Mutual Funds	—	—	$457K	6.9%
DWS Equity 500 Index S	Common Collective Trusts	—	—	$350K	5.3%
Fidelity Investments Fidelity Freedom Index 2055 Fund - IP Class	Mutual Funds	—	—	$246K	3.7%
with various due dates -0-	Other securities	—	—	$213K	3.2%
Fidelity Investments Fidelity Freedom Index 2020 Fund - IP Class	Mutual Funds	—	—	$210K	3.2%
Columbia Threadneedle COL Dividend Income Fund I3	Other securities	—	—	$209K	3.1%
Fidelity Investments Fidelity Freedom Index 2015 Fund - IP Class	Mutual Funds	—	—	$138K	2.1%
Columbia Threadneedle Columbia Contrarian Core Fund Institutional 3 Class	Other securities	—	—	$130K	2.0%
John Henderson John Henderson Triton Fund Class N	Other securities	—	—	$106K	1.6%
Fidelity Investments Fidelity Freedom Index 2060 Fund - IP Class	Mutual Funds	—	—	$93K	1.4%
BlackRock BR Advantage Large Cap Growth Fund	Other securities	—	—	$80K	1.2%
Fidelity Investments Fidelity Government Money Market Fund Class K6	Mutual Funds	—	—	$71K	1.1%
Fidelity Investments Fidelity Advisor Total Bond Fund - Class Z	Mutual Funds	—	—	$39K	0.6%
BlackRock iShares MSCI EAFE International Index Fund	Common Collective Trusts	—	—	$36K	0.5%
Fidelity Investments Fidelity Mid Cap Value Index Fund	Common Collective Trusts	—	—	$30K	0.5%
JP Morgan JPM Small Company Fund -R6	Common Stocks	—	—	$25K	0.4%
Allspring Special Mid Cap Value R6	Other securities	—	—	$23K	0.3%
American Funds American Funds Capital World Gr&Inc R6	Mutual Funds	—	—	$11K	0.2%
American Funds American Funds New World Fund R6	Mutual Funds	—	—	$9K	0.1%
Fidelity Investments Fidelity Freedom Index 2065 Fund - IP Class	Mutual Funds	—	—	$5K	<0.1%
MFS Instl Diversification R6 Fund	Mutual Funds	—	—	$4K	<0.1%