Plan Snapshot
- Plan Sponsor: Chord Energy Corporation
- Sponsor EIN: 800554627
- Sponsor Address: 1001 FANNIN STREET, SUITE 1500, HOUSTON, TX, 77002
- Plan Type: 401(k)
- Total Participants: 712
- Total Assets: $122.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 712 | $122.2M | $6.4M | $7.4M |
| 2023 | 505 | $95.3M | $4.1M | $5.9M |
| 2022 | 540 | $82.6M | $3.5M | $5.0M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | ADVISOR | $79,958 | — | $79,958 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $53,654 | — | $53,654 |
| WEAVER AND TIDWELL, LLP | ACCOUNTANT/AUDITOR | $16,800 | — | $16,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- WEAVER AND TIDWELL, LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $150,412
- Estimated Expense Ratio: 0.123% 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 | $150,412 | $79,958 | $300 | $16,800 | — |
| 2023 | $142,124 | $79,628 | — | — | — |
| 2022 | $198,719 | — | — | — | — |