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Original filing (PDF)20250915080846NAL0001153184001
CANVAS ENERGY LLC
Form 5500
FILING_RECEIVED
CANVAS ENERGY LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
91
Accounts w/ balance
246
Plan assets (EOY)
$42.5M
Net assets (EOY)
$42.5M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CANVAS ENERGY LLC.
Plan sponsor
Name
CANVAS ENERGY LLC
EIN
73-1320941
Address
4700 GAILLARDIA PARKWAY, · SUITE 200 · OKLAHOMA CITY, OK · 73142
Phone
(405) 478-8770
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Name
FIDELITY WORKPLACE SERVICES LLC
EIN
04-3532603
City
COVINGTON, KY
Phone
(859) 386-4199
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-15
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
2S · Automatic enrollment
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
HOGANTAYLOR LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $4K | — |
Investments
37 direct securities · 1 pooled fund· $44.9M(100% 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.
Uncategorized
$42.5M
37 holdings
Common Collective Trust
$2.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Growth Company Fund | — | — | — | $5.9M | 13.9% | |
| Fidelity 500 Index Fund | — | — | — | $3.9M | 9.2% | |
| Fidelity Freedom Index 2050 Fund | — | — | — | $3.7M | 8.6% | |
| Fidelity Contrafund Fund | — | — | — | $3.2M | 7.5% | |
| Great Gray Trust Company Galliard Retirement Income Fund | — | — | — | $2.5M | 5.8% | |
| GG G RETIRE INC F45 GREAT GRAY TRUST COMPANY · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $2.5M | 5.8% | |
| Fidelity Freedom Index 2040 Fund | — | — | — | $2.1M | 5.0% | |
| Fidelity Low-Priced Stock Fund | — | — | — | $2.1M | 4.8% | |
| Fidelity Freedom Index 2045 Fund | — | — | — | $2.0M | 4.6% | |
| Fidelity Freedom Index 2030 Fund | — | — | — | $1.7M | 3.9% | |
| Fidelity Freedom Index 2055 Fund | — | — | — | $1.5M | 3.5% | |
| American Century Mid Cap Value Fund | — | — | — | $1.3M | 3.0% | |
| Baron Capital Group Asset Fund | — | — | — | $1.2M | 2.8% | |
| Prudential Investments Total Return Bond Fund | — | — | — | $1.2M | 2.7% | |
| American Funds Europac Growth | — | — | — | $1.1M | 2.7% | |
| Self-directed brokerage accounts Various units | — | — | — | $1.1M | 2.7% | |
| Fidelity Freedom Index 2035 Fund | — | — | — | $991K | 2.3% | |
| Invesco Diversified Dividend Fund | — | — | — | $975K | 2.3% | |
| Fidelity Puritan Fund | — | — | — | $763K | 1.8% | |
| Fidelity Small Cap Discovery Fund | — | — | — | $757K | 1.8% | |
| Fidelity Freedom Index 2025 Fund | — | — | — | $639K | 1.5% | |
| Fidelity International Index Fund | — | — | — | $608K | 1.4% | |
| Fidelity Mid Cap Index Fund | — | — | — | $594K | 1.4% | |
| Fidelity Freedom Index Income | — | — | — | $498K | 1.2% | |
| Fidelity Freedom Index 2020 Fund | — | — | — | $359K | 0.8% | |
| with various maturities - | — | — | — | $346K | 0.8% | |
| Putman Putnam Large Cap Value Fund | — | — | — | $316K | 0.7% | |
| Fidelity Mid Cap Stock Fund | — | — | — | $253K | 0.6% | |
| Fidelity Small Cap Discovery Fund | — | — | — | $238K | 0.6% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $150K | 0.4% | |
| PIMCO Real Return Fund | — | — | — | $142K | 0.3% | |
| JPMorgan Small Cap Value Fund | — | — | — | $126K | 0.3% | |
| Virtus Duffs & Phelps Real Estate Securities | — | — | — | $90K | 0.2% | |
| Fidelity Freedom Index 2015 Fund | — | — | — | $79K | 0.2% | |
| Fidelity Freedom Index 2060 Fund | — | — | — | $69K | 0.2% | |
| Fidelity Freedom Index 2010 Fund | — | — | — | $56K | 0.1% | |
| Janus Henderson Triton Fund | — | — | — | $56K | 0.1% | |
| Fidelity Government Money Market Fund | — | — | — | $1K | <0.1% |
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