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Original filing (PDF)20251014183815NAL0003583361001
CIVITAS RESOURCES, INC.
Form 5500
FILING_RECEIVED
CIVITAS RESOURCES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
652
Accounts w/ balance
813
Plan assets (EOY)
$61.8M
Net assets (EOY)
$61.8M
How this plan invests
This plan
16 pooled trusts
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CIVITAS RESOURCES, INC..
Plan sponsor
Name
CIVITAS RESOURCES, INC.
EIN
61-1630631
Address
555 17TH STREET, · SUITE 3700 · DENVER, CO · 80202
Phone
(303) 312-8774
Industry
Mining, Quarrying, Oil & Gassee 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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2E · Profit-sharing
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)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
RICHEY MAY & CO
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 | $54K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $23K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
3 direct securities · 16 pooled funds· $41.3M(67% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$40.4M
16 holdings
Uncategorized
$917K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PLT HYBRID 2050 U PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $8.2M | 13.3% | |
| PLT HYBRID 2055 U PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $7.5M | 12.1% | |
| PLT HYBRID 2045 U PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $7.1M | 11.5% | |
| PLT HYBRID 2040 U PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $5.8M | 9.4% | |
| PLT HYBRID 2035 U PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $5.1M | 8.3% | |
| PLT HYBRID 2030 U PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.6M | 4.2% | |
| PLT HYBRID 2025 U PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.2M | 2.0% | |
| PLT HYBRID 2060 U PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.0M | 1.6% | |
| [DFE: FRANKLIN SMALL CAP VALUE GG TRUST CIT (extraction pending)] | — | — | — | $897K | 1.5% | |
| GG FKLN SM CAP VAL GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $897K | 1.5% | |
| PLT HYBRID 2065 U PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $380K | 0.6% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $305K | 0.5% | |
| PLT HYBRID 2020 U PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $163K | 0.3% | |
| PLT HYBRID INC U PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $36K | <0.1% | |
| PLT HYBRID 2015 U PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $34K | <0.1% | |
| [DFE: ALLSPRING SPECIAL MID CAP VALUE CIT (extraction pending)] | — | — | — | $12K | <0.1% | |
| AS SPEC MD CP VAL MD SEI TRUST COMPANY · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $12K | <0.1% | |
| [DFE: BLACKROCK MID CAP EQUITY INDEX FUND (extraction pending)] | — | — | — | $9K | <0.1% | |
| BR MIDCAP GR EQ L1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $9K | <0.1% |
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