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M5 Midstream LLC

Form 5500 Data
OverviewPlan ComponentsInvestmentsProvidersArticles & Questions

M5 Midstream LLC

91
Form 5500 Data
OverviewPlan ComponentsInvestmentsProvidersArticles & Questions

Overview

Plan Rating

BrightScope Rating
91
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (37)
Average in Peer Group (81)
Highest in Peer Group (92)

Plan Description

M5 Midstream LLC 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 91, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, and Salary Deferral. M5 Midstream LLC 401k Plan currently has over 100 active participants and over $16.8M in plan assets.

Did you know?

For the average 401k participant, the 1 point difference between this plan's BrightScope Rating (91) and the top rated plan (92) could equate to:
1
Additional years of work
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2019
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address 600 Travis St Ste 5600
  • Location
    Houston , TX
    • 77002-2909
  • Industry
    Natural Gas Extraction
  • Administrator
    Plan Sponsor
  • Net Plan Assets
    $16,800,000
  • Total Participants
    140
  • Avg Account Balance
    $120,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

Participation Rate:
Above Average
Salary Deferrals:
Great
Account Balance:
Great

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

Participation Rate:
Average
Salary Deferrals:
Great
Account Balance:
Great

Peer Group Plans

Company Rating
Tapstone Energy, LLC 89.5
Cheyenne Petroleum Company 85.9
Black Stone Natural Resources Management Company 83.2
ANKOR Energy LLC 81.6
Signal Hill Petroleum 79.6
Intermoor 76.6

Top Industry Articles

Compliance
‘Secure Act 2.0’ Likely to Become a Reality

Retirement Plan Execs Confident Senate Will Pass the Bill Into Law

June 4, 2021
Products
RIA Aggregators Aim for Small-Plan Market Expansion

OneDigital and Ascensus recently announced the availability of a ‘co-created small market solution,’ making OneDigital the latest adviser aggregator to launch a DC plan solution targeted at small businesses.

August 2, 2021
Compliance
10th Circuit Affirms Great-West Fee Suit Dismissal

The district court ruling in the case, now backed by an appeals court, stands out for having been filed alongside a sanction declaring the plaintiff’s law firm Schlichter Bogard & Denton behaved “recklessly.”

July 30, 2021
Deals & People
T. Rowe Price CEO Change Reflects Financial Industry Trends

During a conference call held to discuss the pending retirement of Bill Stromberg, CEO of T. Rowe Price, leaders at the firm highlighted the growing importance of socially responsible investing and the need to improve diversity and inclusion in financial services.

July 29, 2021
exclusives
Scrutinizing TDFs and Considering Balanced Funds
Both options hold more than a trillion dollars in assets; weighing their relative merits remains an important task for advisers and their clients.
July 27, 2021

Investments

Investment Menu Stats

# of Investment Options

23

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
JPMorgan SmartRetirement 42%
17%
JPMorgan Government Bond 10%
29%
Invesco Oppenheimer International Growth 7%
35%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan
for Asset Managers

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
JPMorgan
Auditor
Pannell Kerr Forster, P.C.

Articles and Questions

Boeing Plan Report (Updated)

Boeing Fee Settlement Highlights the High Bar for Large Plans

Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

Why Do Investment Expenses Matter?
Ryan Alfred

Popular Questions

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