Back to filter
Original filing (PDF)20251014132410NAL0001454067001
PETRO-HUNT, L.L.C.
Form 5500
FILING_RECEIVED
AFFILIATED THRIFT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
484
Accounts w/ balance
650
Plan assets (EOY)
$224.8M
Net assets (EOY)
$224.8M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PETRO-HUNT, L.L.C..
Plan sponsor
Name
PETRO-HUNT, L.L.C.
EIN
75-2756884
Address
2101 CEDAR SPRINGS ROAD · STE 600 · DALLAS, TX · 75201
Phone
(214) 880-8400
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Name
AFFILIATED THRIFT PLAN ADMINISTRATIVE COMMITTEE
EIN
75-2426058
City
DALLAS, TX
Phone
(214) 880-8400
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT | 01-0233346 | — | RETAINED BY EMPLOYER | $67K | — |
| CAPFINANCIAL PARTNERS, LLC. | 26-0058143 | — | RETAINED BY EMPLOYER | $22K | — |
Investments
28 direct securities· $222.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| of December 31, 2024 | — | — | — | $42.7M | 19.0% | |
| Vanguard Instit Index (Inst) Registered Investment Company | — | — | — | $32.2M | 14.3% | |
| JPMorgan LC Growth R4 Registered Investment Company | — | — | — | $23.7M | 10.6% | |
| T Rowe Price Retirement 2050 Registered Investment Company | — | — | — | $17.2M | 7.6% | |
| Self-directed brokerage account Various | — | — | — | $11.5M | 5.1% | |
| T Rowe Price Retirement 2045 Registered Investment Company | — | — | — | $10.0M | 4.4% | |
| T Rowe Price Retirement 2035 Registered Investment Company | — | — | — | $9.6M | 4.3% | |
| Vanguard Total Int Idx Adm Registered Investment Company | — | — | — | $7.1M | 3.2% | |
| T Rowe Price Retirement 2030 Registered Investment Company | — | — | — | $6.8M | 3.0% | |
| Vanguard Equity Income Fd Adm Registered Investment Company | — | — | — | $6.7M | 3.0% | |
| PIMCO Total Return Instl Registered Investment Company | — | — | — | $5.3M | 2.4% | |
| T Rowe Price Retirement 2025 Registered Investment Company | — | — | — | $5.2M | 2.3% | |
| T Rowe Price Retirement 2040 Registered Investment Company | — | — | — | $4.9M | 2.2% | |
| Neuberger Berman Mid Cap Gr R6 Registered Investment Company | — | — | — | $4.8M | 2.1% | |
| American EuroPacific Growth R6 Registered Investment Company | — | — | — | $4.6M | 2.1% | |
| Vanguard Ex Mkt Ind Fd Adm Registered Investment Company | — | — | — | $4.3M | 1.9% | |
| American Inc Fd of America R5 Registered Investment Company | — | — | — | $4.1M | 1.8% | |
| Royce SC Total Ret Inst Cl Registered Investment Company | — | — | — | $4.1M | 1.8% | |
| T Rowe Price Retirement 2055 Registered Investment Company | — | — | — | $3.4M | 1.5% | |
| Vanguard Ttl Bd Mkt Ind Adm Registered Investment Company | — | — | — | $2.9M | 1.3% | |
| Columbia Sel Mid Cap Value Ist Registered Investment Company | — | — | — | $2.7M | 1.2% | |
| PIMCO Real Return Instl Registered Investment Company | — | — | — | $2.5M | 1.1% | |
| maturities through May 2034 | — | — | — | $2.4M | 1.1% | |
| T Rowe Price Retirement 2020 Registered Investment Company | — | — | — | $1.5M | 0.7% | |
| T Rowe Price Retirement 2065 Registered Investment Company | — | — | — | $1.1M | 0.5% | |
| T Rowe Price Retirement 2015 Registered Investment Company | — | — | — | $691K | 0.3% | |
| T Rowe Price Retirement 2005 Registered Investment Company | — | — | — | $117K | <0.1% | |
| T Rowe Price Retirement 2010 Registered Investment Company | — | — | — | $35K | <0.1% |
Related plans
Other plans using JOHN HANCOCK RETIREMENT
BD TTEES SMART NATIONAL SUPPLEMENTAL SAVINGS PLAN
SMART NATIONAL SUPPLEMENTAL SAVINGS PLAN
$162.2M · 13,464 participants
PATRIOT GROWTH INSURANCE SERVICES, LLC
PATRIOT GROWTH INSURANCE SERVICES, LLC 401(K) PLAN
$147.4M · 1,917 participants
KERRY INC.
KERRY INC. EMPLOYEES RETIREMENT PLAN
$67.9M · 195 participants
THE GORMAN-RUPP COMPANY
THE GORMAN-RUPP COMPANY RETIREMENT PLAN
$56.1M · 213 participants
IBEW LOCAL NO. 229 ANNUITY FUND
IBEW LOCAL NO. 229 ANNUITY FUND
$55.8M · 228 participants
HANWHA AEROSPACE USA LLC
HANWHA AEROSPACE 401(K) RETIREMENT SAVINGS PLAN
$55.1M · 507 participants
Similar-size Mining, Quarrying, Oil & Gas plans
HUNT CONSOLIDATED, INC.
HUNT CONSOLIDATED, INC. FIDELITY PENSION PLAN
$222.4M · 202 participants
SUPERIOR ENERGY SERVICES, INC.
SUPERIOR ENERGY 401(K) PLAN
$202.3M · 996 participants
WESTERN MIDSTREAM SERVICES, LLC
WESTERN MIDSTREAM SAVINGS PLAN
$269.2M · 1,516 participants
MERIT ENERGY COMPANY, LLC
MERIT ENERGY COMPANY SAVINGS TRUST
$277.3M · 880 participants
ENERVEST EMPLOYEE SERVICES, LLC
ENERVEST EMPLOYEE SERVICES, LLC 401(K) SAVINGS PLAN
$165.9M · 326 participants
ENERGY TRANSFER LP
ENERGY TRANSFER LP POSTRETIREMENT MEDICAL AND DEATH BENEFIT PROGRAM
$337.7M
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants