Back to filter
Original filing (PDF)20251014122237NAL0005809650001
PUREWEST RESOURCES, INC.
Form 5500
FILING_RECEIVED
PUREWEST 401(K) PLAN
401(k) retirement plan
Active participants
184
Accounts w/ balance
237
Plan assets (EOY)
$49.2M
Net assets (EOY)
$49.2M
How this plan invests
This plan
1 pooled trust
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
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PUREWEST RESOURCES, INC..
Plan sponsor
Name
PUREWEST RESOURCES, INC.
EIN
83-0320643
Address
1400 16TH STREET · SUITE 300 · DENVER, CO · 80202
Phone
(303) 645-9866
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $23K | — |
Investments
28 direct securities · 1 pooled fund· $48.3M(98% 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
$47.7M
27 holdings
Common Collective Trust
$345K
1 holding
Mutual Funds
$201K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $6.9M | 14.1% | |
| T. Rowe Price Retirement I 2040 I | — | — | — | $6.0M | 12.3% | |
| T. Rowe Price Retirement I 2050 I | — | — | — | $4.9M | 9.9% | |
| Fidelity Contra fund K6 | — | — | — | $4.1M | 8.3% | |
| T. Rowe Price Retirement I 2035 I | — | — | — | $4.0M | 8.0% | |
| T. Rowe Price Retirement I 2045 I | — | — | — | $3.8M | 7.7% | |
| T. Rowe Price Retirement I 2030 I | — | — | — | $2.5M | 5.0% | |
| T. Rowe Price Retirement I 2055 I | — | — | — | $2.4M | 4.9% | |
| T. Rowe Price Retirement I 2025 I | — | — | — | $1.6M | 3.3% | |
| Victory Sycamore Victory Sycamore Established Value Fund Class R6 | — | — | — | $1.4M | 2.9% | |
| Neuberger Berman Mid Cap Growth Fund Class R6 | — | — | — | $1.4M | 2.9% | |
| Fidelity Mid Cap Index | — | — | — | $1.4M | 2.8% | |
| Fidelity Small Cap Index | — | — | — | $1.3M | 2.7% | |
| Vanguard Equity Income Fund Admiral | — | — | — | $1.2M | 2.4% | |
| JP Morgan Small Cap Growth R6 | — | — | — | $863K | 1.8% | |
| Fidelity Total Intl Index | — | — | — | $773K | 1.6% | |
| T. Rowe Price Retirement I 2060 I | — | — | — | $734K | 1.5% | |
| Baird Core Plus Inst | — | — | — | $586K | 1.2% | |
| Baillie Gifford International Alpha K | — | — | — | $506K | 1.0% | |
| Gabelli U.S. Treasury Money Mkt Fund | — | — | — | $505K | 1.0% | |
| Fidelity US Bond Index | — | — | — | $429K | 0.9% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $345K | 0.7% | |
| PIMCO High Yield Instl Fund | Mutual Funds | — | — | $201K | 0.4% | |
| T. Rowe Price Retirement I 2065 I | — | — | — | $142K | 0.3% | |
| Victory Sycamore Small Company Opp R6 VSORX | — | — | — | $108K | 0.2% | |
| DFA Global Real Estate Securities | — | — | — | $77K | 0.2% | |
| Fidelity Inflation-Protected Bond Index | — | — | — | $39K | <0.1% | |
| Vanguard Total International Bond Index Fund | — | — | — | $30K | <0.1% | |
| T. Rowe Price Retirement I 2020 I | — | — | — | $15K | <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
TERRA ENERGY PARTNERS MANAGEMENT, LLC
TERRA ENERGY PARTNERS 401(K) PLAN
$49.9M · 264 participants
EXCO RESOURCES, INC.
EXCO RESOURCES, INC. 401(K) PLAN
$50.4M · 137 participants
CALFRAC WELL SERVICES CORP.
CALFRAC WELL SERVICES CORP. 401K PLAN AND TRUST
$50.6M · 733 participants
ENCINO ENERGY, LLC
ENCINO ENERGY 401(K) PLAN
$52.7M · 270 participants
GLE MANAGEMENT SERVICES, LLC
GLE MANAGEMENT SERVICES, LLC 401(K) PLAN
$44.9M · 240 participants
NPK INTERNATIONAL INC.
NEWPARK RESOURCES, INC. SAVINGS & INVESTMENT PLAN
$44.9M · 597 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