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Original filing (PDF)20251014084638NAL0002433649001
DISCOVERY ENERGY, LLC
Form 5500
FILING_RECEIVED
DISCOVERY ENERGY PENSION PLAN
Defined-benefit pension plan
Signals · 2
~163 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,734
Accounts w/ balance
—
Plan assets (EOY)
$11.6M
Net assets (EOY)
$11.6M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 163 bps in Schedule C fees — 460% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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
(920) 457-4441
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-05-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MIDWEST INSTITUTIONAL TRUST COMPANY | — | MILWAUKEE, WI | NONE | $115K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $38K | — |
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | ATLANTA, GA | NONE | $36K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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