Back to filter
Original filing (PDF)20250219151613NAL0009891138001
EPIC PERMIAN OPERATING, LLC
Form 5500-SF
FILING_RECEIVED
EPIC PERMIAN OPERATING 401K PLAN
401(k) retirement plan
Active participants
18
Accounts w/ balance
67
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EPIC PERMIAN OPERATING, LLC.
Plan sponsor
Name
EPIC PERMIAN OPERATING, LLC
EIN
81-2642243
Address
1050 17TH STREET · SUITE 2460 · DENVER, CO · 80265
Phone
(303) 996-7766
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
2025-02-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Mining, Quarrying, Oil & Gas plans
PETROLEUM MANAGEMENT, LLC
PETROLEUM MANAGEMENT, LLC 401(K)
$3.7M · 22 participants
TIERRA OIL COMPANY
TIERRA OIL COMPANY PROFIT SHARING PLAN
$3.6M · 3 participants
ARAMCO SHARED BENEFITS COMPANY
ARAMCO U.S. RETIREE MEDICAL PAYMENT PLAN
$3.7M
KEY OIL COMPANY
KEY OIL COMPANY CASH BALANCE PENSION PLAN
$3.7M · 13 participants
ERIC PETROLEUM CORPORATION
ERIC PETROLEUM CORPORATION 401(K) RETIREMENT PLAN
$3.6M · 14 participants
RWLS HOLDING CORPORATION
RWLS CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN
$3.7M · 283 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B
