Plan Snapshot
- Plan Sponsor: Coterra Energy INC.
- Sponsor EIN: 043072771
- Sponsor Address: 840 GESSNER RD., STE 1400, HOUSTON, TX, 77024
- Plan Type: 401(k)
- Total Participants: 906
- Total Assets: $442.8M
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 | 906 | $442.8M | $24.2M | $11.6M |
| 2023 | 1,272 | $385.4M | $23.4M | $11.7M |
| 2022 | 1,327 | $118.1M | $6.9M | $3.7M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $73,300 | — | $73,300 |
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,300
- Estimated Expense Ratio: 0.017% of plan assets
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 | $41,515 | $73,300 | $1,200 | — | — |
| 2023 | -$17,436 | $41,690 | $2,400 | — | — |
| 2022 | -$108,250 | $12,271 | — | — | — |