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Recordkeeping fees per participant · Chesapeake Energy Corporation Savings and Incentive Stock Bonus Plan · plan year 2024
$16.69
Higher than 14% of the 1,697 plans $250M to 1B that report it.
= $59,601 / 3,572
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014140745NAL0001514547001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014140745NAL0001514547001, received 2025-10-14
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-14.
Administrative expenses excluding investment management, per participant
$42.55
Higher than 24% of the 2,324 plans $250M to 1B that report it.
= $152,001 / 3,572
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014140745NAL0001514547001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014140745NAL0001514547001, received 2025-10-14
Administrative expenses per participant
$74.40
Higher than 40% of the 2,405 plans $250M to 1B that report it.
= $265,773 / 3,572
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014140745NAL0001514547001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014140745NAL0001514547001, received 2025-10-14
Administrative expenses as a share of assets
0.042%
Higher than 26% of the 2,407 plans $250M to 1B that report it.
= $265,773 / $639,803,858
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014140745NAL0001514547001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014140745NAL0001514547001, received 2025-10-14
Employer contributions per participant
$2,573
Higher than 40% of the 2,457 plans $250M to 1B that report it.
= $9,191,821 / 3,572
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014140745NAL0001514547001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014140745NAL0001514547001, received 2025-10-14
Employer share of total contributions
16.5%
Higher than 8% of the 2,459 plans $250M to 1B that report it.
= $9,191,821 / $55,686,699
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014140745NAL0001514547001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014140745NAL0001514547001, received 2025-10-14
Employer match
“We match employee contributions dollar for dollar (subject to a maximum contribution of 6% of an employee's base salary and performance bonus) in cash.”
Form 10-K filed 2026-02-18, for the year ended 2025-12-31 · benefits note, 10-K benefits note · source document
Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014140745NAL0001514547001, received 2025-10-14
| Field | Value | Source |
|---|---|---|
| Plan sponsor | EXPAND ENERGY CORPORATION | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014140745NAL0001514547001, received 2025-10-14 |
| Plan name | CHESAPEAKE ENERGY CORPORATION SAVINGS AND INCENTIVE STOCK BONUS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251014140745NAL0001514547001, received 2025-10-14 |
| Sponsor EIN / plan number | 73-1395733 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014140745NAL0001514547001, received 2025-10-14 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014140745NAL0001514547001, received 2025-10-14 |
| Sponsor location | OKLAHOMA CITY, OK | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014140745NAL0001514547001, received 2025-10-14 |
| Industry (business code) | 541990, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014140745NAL0001514547001, received 2025-10-14 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014140745NAL0001514547001, received 2025-10-14 |
| Filing received | 2025-10-14 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014140745NAL0001514547001, received 2025-10-14 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014140745NAL0001514547001, received 2025-10-14 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251014140745NAL0001514547001, received 2025-10-14 |
| Participants, beginning of year | 2,835 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014140745NAL0001514547001, received 2025-10-14 |
| Active participants | 1,742 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014140745NAL0001514547001, received 2025-10-14 |
| Participants, end of year | 3,626 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014140745NAL0001514547001, received 2025-10-14 |
| Participants with an account balance | 3,572 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014140745NAL0001514547001, received 2025-10-14 |
| Total assets, beginning of year | $571,508,508 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014140745NAL0001514547001, received 2025-10-14 |
| Total assets, end of year | $639,803,858 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014140745NAL0001514547001, received 2025-10-14 |
| Net assets, end of year | $639,787,305 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014140745NAL0001514547001, received 2025-10-14 |
| Total income | $141,489,142 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014140745NAL0001514547001, received 2025-10-14 |
| Net income | $68,316,261 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014140745NAL0001514547001, received 2025-10-14 |
| Employer contributions | $9,191,821 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014140745NAL0001514547001, received 2025-10-14 |
| Participant contributions | $14,482,717 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014140745NAL0001514547001, received 2025-10-14 |
| Other contributions (incl. rollovers) | $32,012,161 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014140745NAL0001514547001, received 2025-10-14 |
| Total contributions | $55,686,699 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014140745NAL0001514547001, received 2025-10-14 |
| Benefit payments | $72,869,644 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014140745NAL0001514547001, received 2025-10-14 |
| Total expenses (incl. benefit payments) | $73,172,881 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014140745NAL0001514547001, received 2025-10-14 |
| Total administrative expenses | $265,773 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014140745NAL0001514547001, received 2025-10-14 |
| Contract administrator fees | $900 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251014140745NAL0001514547001, received 2025-10-14 |
| Recordkeeping fees | $59,601 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014140745NAL0001514547001, received 2025-10-14 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251014140745NAL0001514547001, received 2025-10-14 |
| Investment advisory and management fees | $113,772 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251014140745NAL0001514547001, received 2025-10-14 |
| Administrative expenses excluding investment management | $152,001 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014140745NAL0001514547001, received 2025-10-14 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251014140745NAL0001514547001, received 2025-10-14 |
| Held in common/collective trusts | $444,744,429 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251014140745NAL0001514547001, received 2025-10-14 |
| Held in mutual funds | $186,320,556 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014140745NAL0001514547001, received 2025-10-14 |
| Independent auditor | HOGANTAYLOR LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014140745NAL0001514547001, received 2025-10-14 |
Position = column in the DOL layout for form year 2024. Filing 20251014140745NAL0001514547001, received 2025-10-14.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FINANCIAL ENGINES | ADVISOR | 27 Investment advisory (plan) | $113,772 | no |
| MERCER | CONSULTANT | 16 Consulting (general) | $91,500 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees; 99 Other fees | $62,251 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251014140745NAL0001514547001, received 2025-10-14.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $571,508,508 | $639,803,858 | 12.0% |
| Participants with a balance | 2,832 | 3,572 | 26.1% |
| Administrative expenses | $324,277 | $265,773 | -18.0% |
| Recordkeeping fees per participant | $40.78 | $16.69 | -59.1% |
| Employer contributions | $9,554,426 | $9,191,821 | -3.8% |
Prior filing 20240717153501NAL0007291488001, received 2024-07-17; the plan years are contiguous.
Sponsor name as filed: EXPAND ENERGY CORPORATION; SEC registrant: EXPAND ENERGY Corp (CIK 895126, matched by EIN; display name from the Form 10-K cover).