Plan Snapshot
- Plan Sponsor: Pioneer Natural Resources Usa, INC.
- Sponsor EIN: 752516853
- Sponsor Address: 777 HIDDEN RIDGE, IRVING, TX, 750383746
- Plan Type: 401(k)
- Total Participants: 1,917
- Total Assets: $850.0M
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 | 1,917 | $850.0M | $31.0M | $27.7M |
| 2023 | 2,198 | $791.7M | $28.9M | $27.2M |
| 2022 | 2,065 | $671.8M | $21.1M | $23.8M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $266,077 | — | $266,077 |
| VANGUARD ADVISERS INC. | NONE | $155,667 | — | $155,667 |
| CREATIVE PL DEPT LOCKTON RETIRE SVC | NONE | $88,661 | — | $88,661 |
| LOCKTON-DUNNING SERIES OF LOCKTON C | NONE | $59,160 | — | $59,160 |
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- VANGUARD ADVISERS INC. — NONE
- CREATIVE PL DEPT LOCKTON RETIRE SVC — NONE
- LOCKTON-DUNNING SERIES OF LOCKTON C — NONE
- WHITLEY PENN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $569,565
- Estimated Expense Ratio: 0.067% 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 | $595,603 | — | — | — | — |
| 2023 | $545,103 | — | — | — | — |
| 2022 | $626,418 | — | — | — | — |