Original filing (PDF)20250916135317NAL0002021617001

HILCORP ENERGY COMPANY

Name: HILCORP ENERGY COMPANY — HILCORP ENERGY COMPANY 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: HILCORP ENERGY COMPANY

Form 5500

FILING_RECEIVED

HILCORP ENERGY COMPANY 401(K) SAVINGS PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

3,848

Accounts w/ balance

4,228

Plan assets (EOY)

$817.8M

Net assets (EOY)

$817.8M

How this plan invests

This plan

13 pooled trusts

Schedule D

228 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Participation health

100

Knocking points off

No recordkeeper disclosed on Schedule C.

Helping the score

Below-peer total fees (3 bps vs 6 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HILCORP ENERGY COMPANY.

Plan sponsor

Name

HILCORP ENERGY COMPANY

EIN

76-0244942

Address

1111 TRAVIS ST · HOUSTON, TX · 77002

Phone

(713) 209-2474

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

2025-09-16

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)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

HARPER & PEARSON COMPANY, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
T ROWE PRICE RPS INC	—	BALTIMORE, MD	NONE	$233K	—
GALLAGHER FIDUCIARY ADVISORS, LLC	—	CHICAGO, IL	NONE	$52K	—

Investments

222 direct securities · 13 pooled funds· $757.7M(93% 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

$407.5M

13 holdings

Uncategorized

$350.3M

222 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
T. ROWE PRICE TARGET 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3493620 / PN 001	Common Collective Trust	—	—	$72.3M	8.8%
T. ROWE PRICE TARGET 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3510353 / PN 001	Common Collective Trust	—	—	$63.3M	7.7%
T. ROWE PRICE TARGET 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3480634 / PN 001	Common Collective Trust	—	—	$61.5M	7.5%
T. ROWE PRICE TARGET 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3466131 / PN 001	Common Collective Trust	—	—	$59.4M	7.3%
T. ROWE PRICE TARGET 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3451389 / PN 001	Common Collective Trust	—	—	$51.4M	6.3%
T. ROWE PRICE TARGET 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3529506 / PN 001	Common Collective Trust	—	—	$38.4M	4.7%
T. ROWE PRICE TARGET 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3434984 / PN 001	Common Collective Trust	—	—	$28.4M	3.5%
T. ROWE PRICE TARGET 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3417562 / PN 001	Common Collective Trust	—	—	$13.8M	1.7%
T. ROWE PRICE TARGET 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3540754 / PN 001	Common Collective Trust	—	—	$10.2M	1.2%
TRP US VALUE EQUITY TRUST	—	—	—	$9.8M	1.2%
TRP GROWTH STOCK TRUST	—	—	—	$9.7M	1.2%
TRP US VALUE EQUITY TRUST	—	—	—	$9.4M	1.1%
TRP GROWTH STOCK TRUST	—	—	—	$9.3M	1.1%
TRP US LTD DUR INFL FOC BOND TRUST	—	—	—	$7.4M	0.9%
TRP US VALUE EQUITY TRUST	—	—	—	$7.4M	0.9%
TRP GROWTH STOCK TRUST	—	—	—	$7.3M	0.9%
TRP US LARGE CAP CORE TRUST	—	—	—	$6.8M	0.8%
TRP EQUITY INDEX TRUST	—	—	—	$6.6M	0.8%
TRP BOND TRUST I	—	—	—	$6.4M	0.8%
TRP EQUITY INDEX TRUST	—	—	—	$6.4M	0.8%
TRP US LARGE CAP CORE TRUST	—	—	—	$6.4M	0.8%
TRP GROWTH STOCK TRUST	—	—	—	$6.1M	0.7%
TRP US VALUE EQUITY TRUST	—	—	—	$6.1M	0.7%
TRP BOND TRUST I	—	—	—	$6.0M	0.7%
TRP US LTD DUR INFL FOC BOND TRUST	—	—	—	$5.5M	0.7%
TRP US LTD DUR INFL FOC BOND TRUST	—	—	—	$5.5M	0.7%
TRP US LARGE CAP CORE TRUST	—	—	—	$5.1M	0.6%
TRP EQUITY INDEX TRUST	—	—	—	$5.0M	0.6%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$4.8M	0.6%
TRP BOND TRUST I	—	—	—	$4.7M	0.6%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$4.6M	0.6%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$4.6M	0.6%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$4.4M	0.5%
TRP US LARGE CAP CORE TRUST	—	—	—	$4.2M	0.5%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$4.2M	0.5%
TRP GROWTH STOCK TRUST	—	—	—	$4.2M	0.5%
TRP US VALUE EQUITY TRUST	—	—	—	$4.1M	0.5%
T. ROWE PRICE TARGET 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1819748 / PN 001	Common Collective Trust	—	—	$4.1M	0.5%
TRP BOND TRUST I	—	—	—	$4.1M	0.5%
TRP EQUITY INDEX TRUST	—	—	—	$4.0M	0.5%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$4.0M	0.5%
TRP BOND TRUST I	—	—	—	$4.0M	0.5%
TRP REAL ASSETS TRUST I	—	—	—	$3.9M	0.5%
TRP REAL ASSETS TRUST I	—	—	—	$3.7M	0.4%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$3.6M	0.4%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$3.5M	0.4%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$3.1M	0.4%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$3.0M	0.4%
TRP REAL ASSETS TRUST I	—	—	—	$2.9M	0.4%
TRP US LARGE CAP CORE TRUST	—	—	—	$2.9M	0.4%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$2.8M	0.3%
TRP EQUITY INDEX TRUST	—	—	—	$2.8M	0.3%
T. ROWE PRICE TARGET 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3404014 / PN 001	Common Collective Trust	—	—	$2.7M	0.3%
TRP US LTD DUR INFL FOC BOND TRUST	—	—	—	$2.7M	0.3%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$2.6M	0.3%
TRP REAL ASSETS TRUST I	—	—	—	$2.4M	0.3%
TRP US MID CAP GROWTH EQUITY TRUST	—	—	—	$2.4M	0.3%
TRP INTERNATIONAL BOND TRUST	—	—	—	$2.3M	0.3%
TRP US MID CAP GROWTH EQUITY TRUST	—	—	—	$2.3M	0.3%
TRP US MID CAP VALUE EQUITY TRUST	—	—	—	$2.2M	0.3%
TRP INTERNATIONAL BOND TRUST	—	—	—	$2.1M	0.3%
TRP US MID CAP VALUE EQUITY TRUST	—	—	—	$2.1M	0.3%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$2.0M	0.3%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$2.0M	0.2%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$1.8M	0.2%
TRP US MID CAP GROWTH EQUITY TRUST	—	—	—	$1.8M	0.2%
TRP GROWTH STOCK TRUST	—	—	—	$1.8M	0.2%
TRP US VALUE EQUITY TRUST	—	—	—	$1.8M	0.2%
TRP REAL ASSETS TRUST I	—	—	—	$1.7M	0.2%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$1.7M	0.2%
TRP US TREASURY LONG-TERM INDEX TR	—	—	—	$1.7M	0.2%
TRP INTERNATIONAL BOND TRUST	—	—	—	$1.7M	0.2%
TRP US MID CAP VALUE EQUITY TRUST	—	—	—	$1.7M	0.2%
TRP US TREASURY LONG-TERM INDEX TR	—	—	—	$1.7M	0.2%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$1.7M	0.2%
TRP US TREASURY LONG-TERM INDEX TR	—	—	—	$1.6M	0.2%
TRP US VALUE EQUITY TRUST	—	—	—	$1.6M	0.2%
TRP GROWTH STOCK TRUST	—	—	—	$1.6M	0.2%
TRP EMERGING MKTS EQ TRUST	—	—	—	$1.5M	0.2%
TRP DYNAMIC GLOBAL BOND TRUST	—	—	—	$1.5M	0.2%
TRP US MID CAP GROWTH EQUITY TRUST	—	—	—	$1.5M	0.2%
TRP US TREASURY MM TRUST	—	—	—	$1.5M	0.2%
TRP BOND TRUST I	—	—	—	$1.5M	0.2%
TRP INTERNATIONAL BOND TRUST	—	—	—	$1.5M	0.2%
TRP EMERGING MKTS EQ TRUST	—	—	—	$1.5M	0.2%
TRP EMERGING MARKETS BOND TRUST	—	—	—	$1.5M	0.2%
TRP US TREASURY LONG-TERM INDEX TR	—	—	—	$1.4M	0.2%
TRP INTERNATIONAL BOND TRUST	—	—	—	$1.4M	0.2%
TRP US MID CAP VALUE EQUITY TRUST	—	—	—	$1.4M	0.2%
TRP DYNAMIC GLOBAL BOND TRUST	—	—	—	$1.4M	0.2%
TRP US SMALL-CAP VALUE EQ TRUST	—	—	—	$1.4M	0.2%
TRP HIGH YIELD TRUST	—	—	—	$1.4M	0.2%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$1.3M	0.2%
TRP US SMALL-CAP VALUE EQ TRUST	—	—	—	$1.3M	0.2%
TRP US TREASURY MM TRUST	—	—	—	$1.3M	0.2%
TRP US LARGE CAP CORE TRUST	—	—	—	$1.2M	0.2%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$1.2M	0.2%
TRP HEDGED EQUITY TRUST	—	—	—	$1.2M	0.1%
TRP HEDGED EQUITY TRUST	—	—	—	$1.2M	0.1%
TRP EMERGING MARKETS BOND TRUST	—	—	—	$1.2M	0.1%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$1.2M	0.1%
TRP HIGH YIELD TRUST	—	—	—	$1.2M	0.1%
TRP EQUITY INDEX TRUST	—	—	—	$1.2M	0.1%
TRP EMERGING MKTS EQ TRUST	—	—	—	$1.2M	0.1%
TRP US LARGE CAP CORE TRUST	—	—	—	$1.1M	0.1%
TRP EQUITY INDEX TRUST	—	—	—	$1.1M	0.1%
TRP US TREASURY MM TRUST	—	—	—	$1.1M	0.1%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$1.1M	0.1%
TRP US MID CAP GROWTH EQUITY TRUST	—	—	—	$1.0M	0.1%
TRP DYNAMIC GLOBAL BOND TRUST	—	—	—	$1.0M	0.1%
TRP NEW HORIZONS TRUST	—	—	—	$1.0M	0.1%
TRP US SMALL-CAP VALUE EQ TRUST	—	—	—	$1.0M	0.1%
TRP NEW HORIZONS TRUST	—	—	—	$980K	0.1%
TRP DYNAMIC GLOBAL BOND TRUST	—	—	—	$964K	0.1%
T. ROWE PRICE TARGET 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3381700 / PN 001	Common Collective Trust	—	—	$961K	0.1%
TRP US MID CAP VALUE EQUITY TRUST	—	—	—	$958K	0.1%
TRP EMERGING MKTS EQ TRUST	—	—	—	$955K	0.1%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$929K	0.1%
T. ROWE PRICE TARGET 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3388904 / PN 001	Common Collective Trust	—	—	$928K	0.1%
TRP EMERGING MARKETS BOND TRUST	—	—	—	$915K	0.1%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$872K	0.1%
TRP HIGH YIELD TRUST	—	—	—	$870K	0.1%
TRP US SMALL-CAP VALUE EQ TRUST	—	—	—	$861K	0.1%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$841K	0.1%
TRP US TREASURY MM TRUST	—	—	—	$833K	0.1%
TRP US TREASURY LONG-TERM INDEX TR	—	—	—	$813K	<0.1%
TRP US TREASURY LONG-TERM INDEX TR	—	—	—	$792K	<0.1%
TRP REAL ASSETS TRUST I	—	—	—	$790K	<0.1%
TRP NEW HORIZONS TRUST	—	—	—	$789K	<0.1%
TRP DYNAMIC GLOBAL BOND TRUST	—	—	—	$788K	<0.1%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$787K	<0.1%
TRP HIGH YIELD TRUST	—	—	—	$768K	<0.1%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$768K	<0.1%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$765K	<0.1%
TRP EMERGING MARKETS BOND TRUST	—	—	—	$755K	<0.1%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$747K	<0.1%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$743K	<0.1%
TRP NEW HORIZONS TRUST	—	—	—	$682K	<0.1%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$678K	<0.1%
TRP EMERGING MKTS EQ TRUST	—	—	—	$652K	<0.1%
TRP US VALUE EQUITY TRUST	—	—	—	$649K	<0.1%
TRP GROWTH STOCK TRUST	—	—	—	$645K	<0.1%
TRP REAL ASSETS TRUST I	—	—	—	$625K	<0.1%
TRP US SMALL-CAP VALUE EQ TRUST	—	—	—	$606K	<0.1%
TRP US TREASURY MM TRUST	—	—	—	$592K	<0.1%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$527K	<0.1%
TRP INTERNATIONAL BOND TRUST	—	—	—	$514K	<0.1%
TRP HIGH YIELD TRUST	—	—	—	$508K	<0.1%
TRP FLOATING RATE TRUST	—	—	—	$487K	<0.1%
TRP EMERGING MARKETS BOND TRUST	—	—	—	$486K	<0.1%
TRP NEW HORIZONS TRUST	—	—	—	$472K	<0.1%
TRP US LARGE CAP CORE TRUST	—	—	—	$443K	<0.1%
TRP EQUITY INDEX TRUST	—	—	—	$443K	<0.1%
TRP US MID CAP GROWTH EQUITY TRUST	—	—	—	$440K	<0.1%
TRP FLOATING RATE TRUST	—	—	—	$422K	<0.1%
TRP US MID CAP VALUE EQUITY TRUST	—	—	—	$401K	<0.1%
TRP US MID CAP GROWTH EQUITY TRUST	—	—	—	$386K	<0.1%
TRP US MID CAP VALUE EQUITY TRUST	—	—	—	$363K	<0.1%
TRP DYNAMIC CREDIT TRUST	—	—	—	$350K	<0.1%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$320K	<0.1%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$315K	<0.1%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$304K	<0.1%
TRP FLOATING RATE TRUST	—	—	—	$298K	<0.1%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$282K	<0.1%
TRP EMERGING MKTS EQ TRUST	—	—	—	$278K	<0.1%
TRP FLOATING RATE TRUST	—	—	—	$276K	<0.1%
TRP DYNAMIC GLOBAL BOND TRUST	—	—	—	$276K	<0.1%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$274K	<0.1%
TRP US SMALL-CAP VALUE EQ TRUST	—	—	—	$270K	<0.1%
TRP REAL ASSETS TRUST I	—	—	—	$254K	<0.1%
TRP EMERGING MKTS EQ TRUST	—	—	—	$251K	<0.1%
TRP DYNAMIC CREDIT TRUST	—	—	—	$230K	<0.1%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$226K	<0.1%
TRP US SMALL-CAP VALUE EQ TRUST	—	—	—	$218K	<0.1%
TRP NEW HORIZONS TRUST	—	—	—	$206K	<0.1%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$200K	<0.1%
TRP HIGH YIELD TRUST	—	—	—	$186K	<0.1%
TRP US LTD DUR INFL FOC BOND TRUST	—	—	—	$185K	<0.1%
TRP FLOATING RATE TRUST	—	—	—	$183K	<0.1%
TRP BOND TRUST I	—	—	—	$168K	<0.1%
TRP NEW HORIZONS TRUST	—	—	—	$166K	<0.1%
TRP US MID CAP GROWTH EQUITY TRUST	—	—	—	$156K	<0.1%
TRP US MID CAP VALUE EQUITY TRUST	—	—	—	$147K	<0.1%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$115K	<0.1%
TRP EMERGING MARKETS BOND TRUST	—	—	—	$111K	<0.1%
TRP EMERGING MKTS EQ TRUST	—	—	—	$102K	<0.1%
TRP US SMALL-CAP VALUE EQ TRUST	—	—	—	$89K	<0.1%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$81K	<0.1%
TRP NEW HORIZONS TRUST	—	—	—	$68K	<0.1%
TRP INTERNATIONAL BOND TRUST	—	—	—	$61K	<0.1%
TRP US VALUE EQUITY TRUST	—	—	—	$45K	<0.1%
TRP GROWTH STOCK TRUST	—	—	—	$45K	<0.1%
TRP BOND TRUST I	—	—	—	$45K	<0.1%
TRP EMERGING MARKETS BOND TRUST	—	—	—	$40K	<0.1%
TRP DYNAMIC GLOBAL BOND TRUST	—	—	—	$39K	<0.1%
TRP HIGH YIELD TRUST	—	—	—	$37K	<0.1%
TRP HEDGED EQUITY TRUST	—	—	—	$34K	<0.1%
TRP US LARGE CAP CORE TRUST	—	—	—	$32K	<0.1%
TRP EQUITY INDEX TRUST	—	—	—	$29K	<0.1%
TRP US TREASURY LONG-TERM INDEX TR	—	—	—	$29K	<0.1%

Showing top 200 of 235 investments by value.