# Aramco Shared Benefits Company DB Plan
Source: https://planprovider.pro/companies/aramco-shared-benefits-company-plan-001

> Aramco Shared Benefits Company's DB plan: 1,416 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Aramco Shared Benefits Company

- **Sponsor EIN:** 844364434

- **Sponsor Address:** 1200 SMITH STREET, 36TH FLOOR, HOUSTON, TX, 77002

- **Plan Type:** DB

- **Total Participants:** 1,416

- **Total Assets:** $1.8B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,416|$1.8B|$0|$0|

| 2023|1,552|$1.9B|$50.0M|$0|

| 2022|1,618|$1.8B|$50.0M|$0|

## 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|

| DE SHAW VALENCE FUND|NONE|—|$1,662,201|$1,662,201|

| JP MORGAN CHASE BANK N.A.|NONE|$1,548,339|—|$1,548,339|

| DE SHAW COMPOSITE INTL FUND|NONE|—|$1,103,422|$1,103,422|

| JEFFERIES INTERNATIONAL LIMITED|NONE|$952,034|—|$952,034|

| GOLDMAN SACHS VINTAGE VII|NONE|$925,832|—|$925,832|

| PACIFIC INVESTMENT MANAGEMENT PIMCO|NONE|$827,975|—|$827,975|

| RELATED FUND MANAGER CORE SMA|NONE|$603,318|—|$603,318|

| CITADEL KENSINGTON|NONE|$155,035|$387,979|$543,014|

| PARTNERS GROUP REAL ESTATE SEC 2017|NONE|$534,582|—|$534,582|

| MAGNETAR CONSTELLATION FUND|NONE|—|$403,615|$403,615|

| GATEWAY FUND III|NONE|$360,748|—|$360,748|

| CAPULA GLOBAL RELATIVE VALUE FUND|NONE|—|$348,925|$348,925|

| POLYMER ASIA (CAYMAN) FUND LTD.|NONE|—|$336,485|$336,485|

| REALTERM LOGISTICS|NONE|$257,729|—|$257,729|

| WILLIS TOWERS WATSON|NONE|$248,767|—|$248,767|

| NISA LONG DURATION US CREDIT|NONE|$233,640|—|$233,640|

| VARDE INV PTNRS OFFSHORE|NONE|—|$206,367|$206,367|

| PRICEWATERHOUSECOOPERS|NONE|$203,367|—|$203,367|

| MILLIMAN|NONE|$202,015|—|$202,015|

| LEGAL & GENERAL LONG DURATION US|NONE|$190,962|—|$190,962|

| WELLINGTON CASH PLUS|NONE|$169,705|—|$169,705|

| APTIA INSURANCE SERVICES GROUP, LLC|NONE|$150,000|—|$150,000|

| BROOKFIELD AMERICAS INFRASTRUCTURE|NONE|$146,645|—|$146,645|

| MATRIX PARTNERS CHINA III, LP|NONE|$140,222|—|$140,222|

| BROOKFIELD STRAT REAL ESTATE PTNR|NONE|$137,357|—|$137,357|

| PAG LOAN V FEEDER FUND, LP|NONE|$136,634|—|$136,634|

| COLLAS CRILL TRUST LIMITED|NONE|$109,452|—|$109,452|

| LSV EM EQUITY|NONE|$97,688|—|$97,688|

| STONEPEAK INFRASTRUCTURE FUND IV LP|NONE|$78,809|—|$78,809|

| PAYDEN & RYGEL|NONE|$70,730|—|$70,730|

| ASF VII|NONE|$62,205|—|$62,205|

| PGIM INVESTMENTS|NONE|$50,008|—|$50,008|

| STEPSTONE GROUP LP|NONE|$50,000|—|$50,000|

| NEUBERGER BERMAN III|NONE|$43,999|—|$43,999|

| RUSSELL INVESTMENTS|NONE|$33,487|—|$33,487|

| EQT INFRASTRUCTURE V|NONE|$23,086|—|$23,086|

| PARTNERS GROUP GLOBAL INFRA 2015|NONE|$22,122|—|$22,122|

| FINANCIAL RECOVERY TECHNOLOGIES|NONE|$17,000|—|$17,000|

| BLACKROCK LONG TERM GOVT BOND|NONE|$11,941|—|$11,941|

| VARDE FUND X|NONE|$11,585|—|$11,585|

| SUSTAINALYTICS|NONE|$11,348|—|$11,348|

| EUROPA FUND III|NONE|$9,862|—|$9,862|

| VANGUARD|NONE|$8,886|—|$8,886|

### Verified Provider Profiles

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

- [JP MORGAN CHASE BANK N.A.](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [WILLIS TOWERS WATSON](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [PRICEWATERHOUSECOOPERS](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — NONE

- [MILLIMAN](https://planprovider.pro/provider/milliman) — NONE

- [RUSSELL INVESTMENTS](https://planprovider.pro/provider/russell-investments) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $13,286,108

- **Estimated Expense Ratio:** 0.725% 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|$7,427,000|$2,616,000|—|—|—|

| 2023|$7,978,000|$4,037,000|—|—|—|

| 2022|$9,275,000|$3,961,000|—|—|$5,131,000|

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