Plan Snapshot
- Plan Sponsor: Battalion Oil Corporation
- Sponsor EIN: 200700684
- Sponsor Address: 820 GESSNER ROAD, HOUSTON, TX, 77024
- Plan Type: 401(k)
- Total Participants: 39
- Total Assets: $17.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 39 | $17.6M | $471,188 | $501,289 |
| 2023 | 38 | $16.3M | $693,443 | $738,876 |
| 2022 | 62 | $17.6M | $908,673 | $948,719 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CROWE LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $41,930 | — | — | — | — |
| 2023 | $45,351 | — | — | — | — |
| 2022 | $49,772 | — | — | — | — |