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Original filing (PDF)20251014140745NAL0001514547001
EXPAND ENERGY CORPORATION
Form 5500
FILING_RECEIVED
CHESAPEAKE ENERGY CORPORATION SAVINGS AND INCENTIVE STOCK BONUS PLAN
401(k) retirement plan
Active participants
1,742
Accounts w/ balance
3,572
Plan assets (EOY)
$639.8M
Net assets (EOY)
$639.8M
How this plan invests
This plan
18 pooled trusts
Schedule D
24 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 (4 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXPAND ENERGY CORPORATION.
Plan sponsor
Name
EXPAND ENERGY CORPORATION
EIN
73-1395733
Address
6100 N WESTERN AVE · OKLAHOMA CITY, OK · 731181044
Phone
(405) 876-5437
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
EXPAND ENERGY CORPORATION
EIN
73-1395733
City
OKLAHOMA CITY, OK
Phone
(405) 876-5437
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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HOGANTAYLOR LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $62K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 77-0473565 | — | ADVISOR | $114K | — |
| MERCER | 30-0282430 | — | CONSULTANT | $92K | — |
Investments
8 direct securities · 18 pooled funds· $719.9M(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.
Common Collective Trust
$444.7M
18 holdings
Uncategorized
$275.1M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | — | — | — | $103.6M | 16.2% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $84.0M | 13.1% | |
| JPMorgan Analyst Large Cap Plus Core Fund | — | — | — | $68.7M | 10.7% | |
| JPM ANALYST LGCP COR JPMORGAN CHASE BANK, N.A. · EIN 13-7271225 / PN 001 | Common Collective Trust | — | — | $68.7M | 10.7% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $55.7M | 8.7% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $48.1M | 7.5% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $39.3M | 6.1% | |
| Vanguard Extended Market Index Fund | — | — | — | $38.8M | 6.1% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $26.1M | 4.1% | |
| WT SMID CAP RES EQ 1 WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 151 | Common Collective Trust | — | — | $23.8M | 3.7% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $22.8M | 3.6% | |
| Vanguard FTSE All-Word Index Fund | — | — | — | $21.8M | 3.4% | |
| Self-directed brokerage accounts Various units | — | — | — | $16.1M | 2.5% | |
| GALLIARD MGD INC MC WELLS FARGO BANK, N.A. · EIN 83-6516714 / PN 001 | Common Collective Trust | — | — | $15.6M | 2.4% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $12.8M | 2.0% | |
| Wellington Trust International Opportunities Fund | — | — | — | $12.7M | 2.0% | |
| WT INTL OPPS 4 WELLINGTON TRUST COMPANY, NA · EIN 27-3649481 / PN 001 | Common Collective Trust | — | — | $12.7M | 2.0% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $10.8M | 1.7% | |
| PRU CORE PL BD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $10.1M | 1.6% | |
| Vanguard Total Bond Market Institutional Fund | — | — | — | $9.3M | 1.4% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $5.7M | 0.9% | |
| with various maturities - | — | — | — | $4.2M | 0.7% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $3.9M | 0.6% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $2.7M | 0.4% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.3% | |
| SS REAL ASSET C STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $522K | <0.1% |