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Original filing (PDF)20251014151830NAL0001572259001
DISCOVERY ENERGY LLC
Form 5500
FILING_RECEIVED
DISCOVERY ENERGY 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,266
Accounts w/ balance
1,273
Plan assets (EOY)
$81.4M
Net assets (EOY)
$81.4M
How this plan invests
This plan
1 pooled trust
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DISCOVERY ENERGY LLC.
Plan sponsor
Name
DISCOVERY ENERGY LLC
EIN
99-0486805
Address
200 TWIN OAKS ROAD · KOHLER, WI · 53044
Phone
(414) 217-6500
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-05-01
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
17 direct securities · 1 pooled fund· $157.9M(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.
Master Trust
$78.9M
1 holding
Uncategorized
$78.9M
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| DISCOVERY ENERGY 401(K) MASTER TRUS DISCOVERY ENERGY, LLC · EIN 99-0769903 / PN 004 | Master Trust | — | — | $78.9M | 97.0% | |
| Fidelity Total Market Index Mutual Fund | — | — | — | $19.3M | 23.7% | |
| Macquarie Diversified Income T CCT | — | — | — | $11.6M | 14.2% | |
| Fidelity International Index F Mutual Fund | — | — | — | $10.2M | 12.6% | |
| T Rowe Price Stable Value Fund CCT | — | — | — | $5.9M | 7.3% | |
| Vanguard Mid Cap Index Mutual Fund | — | — | — | $4.6M | 5.6% | |
| Fidelity Emerging Markets Inde Mutual Fund | — | — | — | $4.2M | 5.2% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $4.0M | 5.0% | |
| Vanguard Balanced Index Mutual Fund | — | — | — | $3.7M | 4.5% | |
| Name of Investment Description of Investment Cost Market Value BlackRock Equal Weight SP 500 CCT | — | — | — | $3.4M | 4.2% | |
| JP Morgan Large Cap Growth Fun Mutual Fund | — | — | — | $2.7M | 3.4% | |
| Fidelity Large Cap Growth Inde Mutual Fund | — | — | — | $2.7M | 3.3% | |
| Vanguard Value Index Mutual Fund | — | — | — | $2.7M | 3.3% | |
| Vanguard Small Cap Value Index Mutual Fund | — | — | — | $1.7M | 2.0% | |
| Vanguard Small Cap Growth Inde Mutual Fund | — | — | — | $1.3M | 1.6% | |
| Vanguard Dividend Appreciation Mutual Fund | — | — | — | $752K | 0.9% | |
| MFS International Equity CIT C CCT | — | — | — | $162K | 0.2% | |
| Vanguard Treasury Money Market Mutual Fund | — | — | — | $34K | <0.1% |
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