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Original filing (PDF)20251001135512NAL0005957763001
KEMMERER OPERATIONS, LLC
Form 5500
FILING_RECEIVED
KEMMERER OPERATIONS 401(K) PLAN
401(k) retirement plan
Active participants
213
Accounts w/ balance
259
Plan assets (EOY)
$22.5M
Net assets (EOY)
$22.5M
How this plan invests
This plan
11 pooled trusts
Schedule D
26 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 KEMMERER OPERATIONS, LLC.
Plan sponsor
Name
KEMMERER OPERATIONS, LLC
EIN
83-4720470
Address
312 N. US HWY 189 · KEMMERER, WY · 83101
Phone
(307) 800-8111
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
2025-10-01
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)
Audit & trust (Schedule H)
Auditor
WATSON COON RYAN, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $35K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $22K | — |
Investments
15 direct securities · 11 pooled funds· $22.5M(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
$15.6M
15 holdings
Common Collective Trust
$6.9M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Target Retirement 2035 INV | — | — | — | $3.1M | 13.8% | |
| Vanguard Group Target Retirement 2045 INV | — | — | — | $2.6M | 11.7% | |
| Vanguard Group Target Retirement 2040 INV | — | — | — | $2.2M | 10.0% | |
| NT COL SANDP 500 IDX FD DC NL 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $1.8M | 7.8% | |
| Vanguard Group Target Retirement 2030 INV | — | — | — | $1.7M | 7.6% | |
| Vanguard Group Target Retirement 2025 INV | — | — | — | $1.6M | 7.0% | |
| Vanguard Group Target Retirement 2050 INV | — | — | — | $1.5M | 6.7% | |
| NT ACWI EX US IMI FD DC NL TIER 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 103 | Common Collective Trust | — | — | $1.2M | 5.2% | |
| NT AGG BOND INDEX FUND NL T4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 46-6138589 / PN 088 | Common Collective Trust | — | — | $1.1M | 5.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.0M | 4.6% | |
| Vanguard Group Target Retirement 2055 INV | — | — | — | $978K | 4.3% | |
| HARBOR CAPITAL APPRECIATION CIT R HARBOR FUNDS · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $686K | 3.0% | |
| Various maturity dates between one and five years. * Notes receivable from participants Interest rates ranging 4.25% - 9.50% | — | — | — | $662K | 2.9% | |
| NT EXT EQUITY MKT IDX FD DC NL T4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $352K | 1.6% | |
| Vanguard Group Target Retirement 2060 INV | — | — | — | $283K | 1.3% | |
| Principal Small Cap Growth I R6 | — | — | — | $256K | 1.1% | |
| Vanguard Group Target Retirement 2020 INV | — | — | — | $235K | 1.0% | |
| FIAM CORE PLUS COMMINGLED POOL CLAS FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $234K | 1.0% | |
| Allspring Special Small Cap Value | — | — | — | $195K | 0.9% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $185K | 0.8% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $182K | 0.8% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $135K | 0.6% | |
| Vanguard Group Target Retirement 2065 INV | — | — | — | $76K | 0.3% | |
| MFS LARGE CAP VALUE CIT CL CT GREAT GRAY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $76K | 0.3% | |
| Vanguard Group Target Retirement 2070 INV | — | — | — | $50K | 0.2% | |
| Vanguard Group Target Retirement Income INV | — | — | — | $41K | 0.2% |
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