# Chord Energy Corporation 401(k) Plan
Source: https://planprovider.pro/companies/chord-energy-corporation-401k-plan

> Chord Energy Corporation&#39;s 401(k) plan: 712 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/aspire-financial-services) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [WEAVER AND TIDWELL, LLP](https://planprovider.pro/provider/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|—|—|—|—|

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