Back to filter
Original filing (PDF)20251009132012NAL0007053665001
GRAVITY OILFIELD SERVICES, LLC
Form 5500
FILING_RECEIVED
GRAVITY RETIREMENT PLAN
401(k) retirement plan
Active participants
347
Accounts w/ balance
824
Plan assets (EOY)
$39.3M
Net assets (EOY)
$39.3M
How this plan invests
This plan
7 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 44 bps in Schedule C fees — 53% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRAVITY OILFIELD SERVICES, LLC.
Plan sponsor
Name
GRAVITY OILFIELD SERVICES, LLC
EIN
81-1267443
Address
1912 KINGS HWY · SNYDER, TX · 79549
Phone
(325) 573-1310
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
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 | $131K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS | 82-1364595 | — | ADVISOR | $32K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $12K | — |
Investments
30 direct securities · 7 pooled funds· $39.5M(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
$37.7M
28 holdings
Common Collective Trust
$1.1M
7 holdings
Mutual Funds
$677K
1 holding
Common Collective Trusts
$5K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom IDX 2045 | — | — | — | $5.4M | 13.7% | |
| Fidelity Freedom IDX 2025 | — | — | — | $4.1M | 10.3% | |
| Fidelity Freedom IDX 2035 | — | — | — | $3.8M | 9.7% | |
| Fidelity Freedom IDX 2040 | — | — | — | $3.5M | 8.9% | |
| Vanguard Growth Index Fund Admiral Shares | — | — | — | $3.2M | 8.0% | |
| Fidelity Freedom IDX 2020 | — | — | — | $2.8M | 7.0% | |
| Fidelity Freedom IDX 2055 | — | — | — | $2.6M | 6.7% | |
| Fidelity Freedom IDX 2050 | — | — | — | $2.6M | 6.7% | |
| Fidelity Freedom IDX 2030 | — | — | — | $2.2M | 5.6% | |
| Fidelity 500 Index | — | — | — | $1.9M | 4.9% | |
| Participant Loans Interest rates from 5.25% to 10.50% - | — | — | — | $995K | 2.5% | |
| JPMorgan Core Bond | — | — | — | $971K | 2.5% | |
| Vanguard Value Index Fund Admiral Shares | — | — | — | $941K | 2.4% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $906K | 2.3% | |
| MFS International Diversion | Mutual Funds | — | — | $677K | 1.7% | |
| Fidelity Freedom IDX 2060 | — | — | — | $662K | 1.7% | |
| Fidelity Small Cap Growth | — | — | — | $647K | 1.6% | |
| Fidelity Extended Market Index | — | — | — | $361K | 0.9% | |
| Fidelity Strategic Income | — | — | — | $221K | 0.6% | |
| Comerica Bank & Trust Fiduciary Investment Trust | — | — | — | $216K | 0.6% | |
| FIT BALANCED C COMERICA BANK & TRUST · EIN 47-6652256 / PN 001 | Common Collective Trust | — | — | $216K | 0.6% | |
| Fidelity Freedom Income | — | — | — | $216K | 0.6% | |
| Fidelity Freedom IDX 2065 | — | — | — | $136K | 0.3% | |
| Fidelity Intl Cap APPR | — | — | — | $123K | 0.3% | |
| Fidelity Freedom IDX 2015 | — | — | — | $64K | 0.2% | |
| American Beacon Small cap Value | — | — | — | $57K | 0.1% | |
| Fidelity Freedom IDX 2010 | — | — | — | $12K | <0.1% | |
| Comerica Bank & Trust Fiduciary Investment Trust | Common Collective Trusts | — | — | $5K | <0.1% | |
| FIT AGGRESSIVE C COMERICA BANK & TRUST · EIN 47-6646422 / PN 001 | Common Collective Trust | — | — | $5K | <0.1% | |
| Comerica Bank & Trust Fiduciary Moderately Conservative | — | — | — | $3K | <0.1% | |
| FIT MOD CONSRV C COMERICA BANK & TRUST · EIN 47-6655437 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% | |
| Fidelity Government Money Market | — | — | — | $3K | <0.1% | |
| Comerica Bank & Trust Fiduciary Investment Trust | — | — | — | $3K | <0.1% | |
| FIT GROWTH C COMERICA BANK & TRUST · EIN 47-6649174 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% | |
| FIT CONSERVATIVE C COMERICA BANK & TRUST · EIN 47-6658632 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% | |
| Fidelity Freedom IDX 2070 | — | — | — | $2K | <0.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Mining, Quarrying, Oil & Gas plans
CEMENTATION USA, INC.
CEMENTATION USA, INC. 401(K) PLAN
$38.8M · 381 participants
STALLION INFRASTRUCTURE SERVICES, LTD.
STALLION OILFIELD SERVICES LTD 401(K) PLAN
$41.0M · 977 participants
BOART LONGYEAR COMPANY
BOART LONGYEAR COMPANY PENSION PLAN AND TRUST
$34.4M · 34 participants
INNOVEX DOWNHOLE SOLUTIONS, INC.
INNOVEX DOWNHOLE SOLUTIONS 401(K) PLAN
$32.3M · 908 participants
MAJOR DRILLING AMERICA, INC.
MAJOR DRILLING AMERICA, INC. 401(K) PLAN
$31.6M · 431 participants
NEWPARK DRILLING FLUIDS LLC
NEWPARK DRILLING FLUIDS 401(K)
$47.8M · 202 participants
Large plans in Texas
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
EXXON MOBIL CORPORATION
EXXONMOBIL SAVINGS PLAN
$23.7B · 23,971 participants