Back to filter
Original filing (PDF)20250925092216NAL0007489633001
WESTERN MIDSTREAM SERVICES, LLC
Form 5500
FILING_RECEIVED
WESTERN MIDSTREAM SAVINGS PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
1,516
Accounts w/ balance
1,712
Plan assets (EOY)
$269.2M
Net assets (EOY)
$269.2M
How this plan invests
This plan
17 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTERN MIDSTREAM SERVICES, LLC.
Plan sponsor
Name
WESTERN MIDSTREAM SERVICES, LLC
EIN
84-2835090
Address
9950 WOODLOCH FOREST DRIVE · SUITE 2800 · THE WOODLANDS, TX · 77380
Phone
(346) 786-5000
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
2025-09-25
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)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
WEAVER & TIDWELL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $125K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $132K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
8 direct securities · 17 pooled funds· $299.8M(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.
Common Collective Trust
$196.9M
17 holdings
Uncategorized
$102.9M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund - | — | — | — | $35.4M | 13.1% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $34.1M | 12.7% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $28.9M | 10.7% | |
| T. Rowe Price Structured Research Common Trust Fund Class B Collective trust fund - | — | — | — | $26.7M | 9.9% | |
| TRP US STRUC RSRCH B T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 004 | Common Collective Trust | — | — | $26.7M | 9.9% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $23.0M | 8.6% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $19.7M | 7.3% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $17.7M | 6.6% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $15.8M | 5.9% | |
| Fidelity Extended Market Index Fund Mutual fund - | — | — | — | $11.2M | 4.1% | |
| Vanguard Total International Stock Index Fund Institutional Shares Mutual fund - | — | — | — | $9.5M | 3.5% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $7.0M | 2.6% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $7.0M | 2.6% | |
| Varying maturity dates and interest * Notes receivables from participants rates ranging from 4.25% - | — | — | — | $6.3M | 2.3% | |
| Vanguard Total Bond Market Index Fund Institutional Shares Mutual fund - | — | — | — | $6.0M | 2.2% | |
| PRU CORE PL BD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $4.5M | 1.7% | |
| Invesco Stable Value Trust Class B1 Collective trust fund - | — | — | — | $4.0M | 1.5% | |
| INVESCO STBL VAL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $4.0M | 1.5% | |
| American Funds EuroPacific Growth Fund Class R-6 Mutual fund - | — | — | — | $3.9M | 1.4% | |
| GWK SMALL/MID CAP GLOBAL TRUST COMPANY · EIN 37-6558781 / PN 001 | Common Collective Trust | — | — | $3.2M | 1.2% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.5M | 0.9% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.5% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $796K | 0.3% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $640K | 0.2% | |
| PIMCO TOTAL RETURN I SEI TRUST COMPANY · EIN 27-0834603 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using STRATEGIC ADVISORS, INC.
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
AMAZON.COM SERVICES, LLC
AMAZON 401(K) PLAN
$34.6B · 1,207,759 participants
CHEVRON CORPORATION
CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN
$20.4B · 22,195 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
MEDTRONIC, INC.
MEDTRONIC SAVINGS AND INVESTMENT PLAN
$13.7B · 38,035 participants
Similar-size Mining, Quarrying, Oil & Gas plans
MERIT ENERGY COMPANY, LLC
MERIT ENERGY COMPANY SAVINGS TRUST
$277.3M · 880 participants
PETRO-HUNT, L.L.C.
AFFILIATED THRIFT PLAN
$224.8M · 484 participants
HUNT CONSOLIDATED, INC.
HUNT CONSOLIDATED, INC. FIDELITY PENSION PLAN
$222.4M · 202 participants
SUPERIOR ENERGY SERVICES, INC.
SUPERIOR ENERGY 401(K) PLAN
$202.3M · 996 participants
ENERGY TRANSFER LP
ENERGY TRANSFER LP POSTRETIREMENT MEDICAL AND DEATH BENEFIT PROGRAM
$337.7M
NOBLE SERVICES COMPANY LLC
NOBLE SERVICES COMPANY LLC 401(K) AND PROFIT SHARING PLAN
$344.2M · 1,299 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
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