# Citation Oil & Gas Corp. 401(k) Plan
Source: https://planprovider.pro/companies/citation-oil-gas-corp-401k-plan

> Citation Oil & Gas Corp.'s 401(k) plan: 496 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Citation Oil & Gas Corp.

- **Sponsor EIN:** 742163444

- **Sponsor Address:** 14077 CUTTEN ROAD, HOUSTON, TX, 770692212

- **Plan Type:** 401(k)

- **Total Participants:** 496

- **Total Assets:** $99.9M

## 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|496|$99.9M|$2.8M|$4.2M|

| 2023|493|$88.6M|$2.6M|$4.0M|

| 2022|481|$77.8M|$2.3M|$3.6M|

## 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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$131,383|—|$131,383|

| CREATIVE PLANNING, LLC|INVESTMENT ADVISORY|$75,106|—|$75,106|

| MELTON & MELTON, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [CREATIVE PLANNING, LLC](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISORY

- [MELTON & MELTON, LLP](https://planprovider.pro/provider/melton-and-melton-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $206,489

- **Estimated Expense Ratio:** 0.207% 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|$206,489|$75,106|$131,383|—|—|

| 2023|$220,770|$79,058|$119,712|$22,000|—|

| 2022|$166,121|$5,046|$25,406|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/citation-oil-gas-corp-401k-plan)

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