Back to filter
Original filing (PDF)20250929180447NAL0015533635001
CROWNQUEST OPERATING, L.L.C
Form 5500
FILING_RECEIVED
CROWNQUEST 401(K) PLAN
401(k) retirement plan
Active participants
54
Accounts w/ balance
223
Plan assets (EOY)
$39.7M
Net assets (EOY)
$39.7M
How this plan invests
This plan
5 pooled trusts
Schedule D
29 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CROWNQUEST OPERATING, L.L.C.
Plan sponsor
Name
CROWNQUEST OPERATING, L.L.C
EIN
75-2837284
Address
18 DESTA DR · MIDLAND, TX · 79705
Phone
(432) 818-0300
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
2025-09-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WHITLEY PENN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $65K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $32K | — |
Investments
24 direct securities · 5 pooled funds· $39.7M(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
$24.9M
24 holdings
Common Collective Trust
$14.8M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDUCIARY INVESTMENT TRUST GROWTH C COMERICA BANK · EIN 47-6649174 / PN 001 | Common Collective Trust | — | — | $7.8M | 19.7% | |
| Vanguard Group Inc Vanguard 500 Index Fund Admiral Shares | — | — | — | $5.3M | 13.5% | |
| FIDUCIARY INVESTMENT TRUST BALANCED COMERICA BANK · EIN 47-6652256 / PN 001 | Common Collective Trust | — | — | $4.7M | 11.8% | |
| J.P. Morgan Investment Management, Inc. JPMorgan Large Cap Growth R6 | — | — | — | $3.8M | 9.6% | |
| FIDUCIARY INVESTMENT TRUST AGGRESSI COMERICA BANK · EIN 47-6646422 / PN 001 | Common Collective Trust | — | — | $2.3M | 5.7% | |
| J.P. Morgan Investment Management, Inc. JPMorgan Mid Cap Growth Fund Class R6 | — | — | — | $2.1M | 5.4% | |
| Vanguard Group Inc Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $1.7M | 4.3% | |
| Vanguard Group Inc Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $1.5M | 3.9% | |
| American Century Investment Management Inc American Century Investments One Choice 2060 Portfolio I Class | — | — | — | $1.3M | 3.2% | |
| Vanguard Group Inc Vanguard Mid-Cap Value Index Fund Admiral Shares | — | — | — | $1.2M | 3.0% | |
| Vanguard Group Inc Vanguard Short-Term Investment-Grade Fund Admiral Shares | — | — | — | $1.1M | 2.8% | |
| Vanguard Group Inc Vanguard Equity-Income Fund Admiral Shares | — | — | — | $1.1M | 2.7% | |
| Goldman Sachs Goldman Sachs GQG Partners International Opportunities R6 | — | — | — | $1.0M | 2.6% | |
| Cohen & Steers Capital Management, Inc. Cohen & Steers Real Estate Securities Z | — | — | — | $1.0M | 2.6% | |
| American Century Investment Management Inc American Century Investments One Choice 2045 Portfolio I Class | — | — | — | $798K | 2.0% | |
| American Century Investment Management Inc American Century Investments One Choice 2055 Portfolio I Class | — | — | — | $533K | 1.3% | |
| American Century Investment Management Inc American Century Small Cap Growth R6 | — | — | — | $447K | 1.1% | |
| Blackrock Inc iShares MSCI EAFE International Index Fund Class K | — | — | — | $445K | 1.1% | |
| Vanguard Group Inc Vanguard Small Cap Value Index Fund Admiral Shares | — | — | — | $362K | 0.9% | |
| American Century Investment Management Inc American Century Investments One Choice 2050 Portfolio I Class | — | — | — | $359K | 0.9% | |
| PGIM Investments LLC PGIM Total Return Bond Fund -Class R6 | — | — | — | $270K | 0.7% | |
| Victory Capital Management Inc. Victory RS Small Cap Growth Fund Class R6 | — | — | — | $216K | 0.5% | |
| Participant Loans Due 1-2 years, 4.25% | — | — | — | $61K | 0.2% | |
| Janus Henderson Investors US LLC Janus Henderson Global Equity Income Fund Class N | — | — | — | $45K | 0.1% | |
| American Century Investment Management Inc American Century Investments One Choice 2040 Portfolio I Class | — | — | — | $36K | <0.1% | |
| FIDUCIARY INVESTMENT TRUST CNSRV C COMERICA BANK · EIN 47-6658632 / PN 001 | Common Collective Trust | — | — | $36K | <0.1% | |
| American Century Investment Management Inc American Century One Choice 2025 Portfolio I Class | — | — | — | $35K | <0.1% | |
| FIDUCIARY INVESTMENT TRUST MOD-CNSR COMERICA BANK · EIN 47-6655437 / PN 001 | Common Collective Trust | — | — | $6K | <0.1% | |
| Blackrock Inc Blackrock Strategic Global Bond K | — | — | — | $5K | <0.1% |
Related plans
Other plans using EMPOWER ANNUITY INSURANCE COMPANY
SOUTHWEST AIRLINES CO.
SOUTHWEST AIRLINES CO. RETIREMENT SAVINGS PLAN
$17.0B · 74,221 participants
ABBVIE INC.
ABBVIE SAVINGS PLAN
$13.4B · 28,506 participants
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BLOOMBERG L.P.
BLOOMBERG L.P. 401(K) PLAN
$5.7B · 14,853 participants
SCHNEIDER ELECTRIC HOLDINGS, INC.
SCHNEIDER ELECTRIC 401(K) PLAN
$5.1B · 20,597 participants
Similar-size Mining, Quarrying, Oil & Gas plans
MAGNOLIA OIL & GAS OPERATING LLC
MAGNOLIA OIL & GAS 401(K) PLAN
$40.6M · 253 participants
GULFPORT ENERGY CORPORATION
GULFPORT ENERGY CORPORATION 401(K) PROFIT SHARING PLAN
$38.7M · 225 participants
ALASKA CLEAN SEAS
ALASKA CLEAN SEAS SALARY DEFERRAL PLAN
$37.9M · 80 participants
AMPLIFY ENERGY SERVICES LLC
AMPLIFY ENERGY SERVICES LLC 401(K) PLAN
$37.9M · 231 participants
SUPREME SERVICE & SPECIALTY CO., INC.
SUPREME SERVICE & SPECIALTY CO., INC. PROFIT SHARING PLAN
$42.1M · 563 participants
HEP SERVICES LLC
HOWARD ENERGY PARTNERS 401(K) PLAN
$42.1M · 398 participants
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