Susie Skidmore signed Petro-Hunt, L.L.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Petro-Hunt, L.L.C.'s EIN is 75-2756884.
Download the official 2024 Form 5500 (PDF) for Petro-Hunt, L.L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Petro-Hunt, L.L.C.'s plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIRMENT PLAN SRVCS | 01-0233346 | — | RETAINED BY EMPLOYER | $62K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RTW FINANCIAL ADVISORS | — | DALLAS, TX | RETAINED BY CLIENT | $175K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fixed income bonds United States Treasury Bills Due 01/07/2025 | U.S. Treasuries | — | $10.5M | $10.3M | 10.8% | |
| Truist Bank Money market fund 234 United Community Money market fund 35 Western Alliance Bank Money market fund 218 JPMorgan Interest bearing cash, 1.7% interest | Cash / Money Market | — | $4.6M | $4.6M | 4.7% | |
| Kayne Commercial Real Estate Debt LP | Other securities | — | $4.1M | $4.0M | 4.2% | |
| LKCM Headwater II Sidecar Partnership LP | Other securities | — | $3.6M | $3.6M | 3.7% | |
| Kayne Partners Fund IV (QP) LP | Other securities | — | $3.5M | $3.5M | 3.6% | |
| JMC Platform Fund I-B-LP | Other securities | — | $3.2M | $3.1M | 3.3% | |
| Kayne Anderson Real Estate Partners V, L.P. | Other securities | — | $2.5M | $2.4M | 2.5% | |
| Dodge & Cox Stock Fund 8,806 shares | Mutual Funds | — | $2.3M | $2.2M | 2.3% | |
| Vanguard Total Stock Mkt Idx Adm 14,853 shares | Common Collective Trusts | — | $2.1M | $2.1M | 2.2% | |
| Kayne Anderson BDC, Inc. 124,724 shares | Common Stocks | — | $2.1M | $2.0M | 2.1% | |
| Kayne Anderson Real Estate Debt IV LP | Other securities | — | $2.0M | $1.9M | 2.0% | |
| Kayne Senior Credit III Offshore | Other securities | — | $1.9M | $1.9M | 2.0% | |
| American Funds Washington Mutual F2 29,275 shares | Mutual Funds | — | $1.8M | $1.8M | 1.8% | |
| PrimeCap Odyssey Growth Fund 50,895 shares | Mutual Funds | — | $1.8M | $1.7M | 1.8% | |
| Invision Capital III-A LP | Other securities | — | $1.7M | $1.7M | 1.7% | |
| Limited partnership interests Backcast Credit Opportunities Fund I, LP | Other securities | — | $1.7M | $1.6M | 1.7% | |
| Energy Spectrum Partners VII LP | Other securities | — | $1.6M | $1.6M | 1.6% | |
| Columbia Contrarian Core FD CL I 43,720 shares | Other securities | — | $1.5M | $1.5M | 1.6% | |
| Bridgeway Blue Chip 35 Index 118,196 shares | Other securities | — | $1.5M | $1.5M | 1.6% | |
| American Mutual Fund CL F2 27,509 shares | Other securities | — | $1.5M | $1.5M | 1.6% | |
| American FDS AMCAP Fund CL F2 33,310 shares | Other securities | — | $1.4M | $1.4M | 1.5% | |
| ExxonMobil Corporation 13,305 shares | Common Stocks | — | $1.4M | $1.4M | 1.5% | |
| Chevron Corporation 9,476 shares | Common Stocks | — | $1.4M | $1.4M | 1.4% | |
| American FDS Growth Fund of America Fund F2 17,110 shares | Other securities | — | $1.3M | $1.3M | 1.3% | |
| American Fundamental Invest Fund F2 15,049 shares | Other securities | — | $1.2M | $1.2M | 1.2% | |
| Conoco Phillips 12,147 shares | Other securities | — | $1.2M | $1.2M | 1.2% | |
| Guardian FS Holdings LLC | Common Stocks | — | $1.2M | $1.2M | 1.2% | |
| Velocis Secondary Partners II, LP | Other securities | — | $1.2M | $1.2M | 1.2% | |
| Encap Energy Capital VIII | Other securities | — | $1.2M | $1.2M | 1.2% | |
| Vanguard Extended Market Index Admiral 8,007 shares | Mutual Funds | — | $1.2M | $1.1M | 1.2% | |
| Kayne Anderson Real Estate Partners IV, LP | Other securities | — | $1.1M | $1.1M | 1.2% | |
| Vanguard Small Cap Growth Index Admiral 11,140 shares | Mutual Funds | — | $1.1M | $1.1M | 1.1% | |
| Buckhorn Minerals V LP | Other securities | — | $1.1M | $1.1M | 1.1% | |
| Vanguard Small Cap Value Index Admiral 12,849 shares | Mutual Funds | — | $1.1M | $1.1M | 1.1% | |
| Enterprise Products Partners 34,852 shares | Other securities | — | $1.1M | $1.1M | 1.1% | |
| Tailwater Energy Fund II LP | Other securities | — | $1.0M | $1.0M | 1.0% | |
| Encap Flatrock Midstream Fund III-C, LP | Other securities | — | $1.0M | $1.0M | 1.0% | |
| Backcast - BCAST 2022 - A Issuer | Other securities | — | $1.0M | $986K | 1.0% | |
| KA Credit Advisors Holdco LLC 153 Buckhorn Minerals VI LP | Other securities | — | $979K | $966K | 1.0% | |
| Vanguard Mid Cap Index Admiral 2,894 shares | Mutual Funds | — | $946K | $933K | 1.0% | |
| Velocis Fund III, LP | Other securities | — | $847K | $835K | 0.9% | |
| Encap Energy Capital Fund IX | Other securities | — | $804K | $793K | 0.8% | |
| Vanguard International Growth Adm 7,801 shares | Mutual Funds | — | $792K | $781K | 0.8% | |
| Phillips 66 6,660 shares | Other securities | — | $759K | $748K | 0.8% | |
| Encap Energy Capital Fund X-C | Other securities | — | $719K | $709K | 0.7% | |
| Oneok Inc 7,056 shares | Common Stocks | — | $708K | $698K | 0.7% | |
| Corbel Capital Partners SBIC II | Other securities | — | $655K | $645K | 0.7% | |
| Buckhorn Minerals VI I LP | Other securities | — | $598K | $589K | 0.6% | |
| American FDS New World FD CL F2 7,330 shares | Other securities | — | $563K | $555K | 0.6% | |
| GoldenTree Distressed Debt Fund LP | Other securities | — | $526K | $519K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS LLP | 91-0189318 | — | RETAINED BY EMPLOYER | $28K | — |
