# Chevron Corporation 401(k) Plan
Source: https://planprovider.pro/companies/chevron-corporation-401k-plan

> Chevron Corporation's 401(k) plan: 22,195 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Chevron Corporation

- **Sponsor EIN:** 940890210

- **Sponsor Address:** 1400 SMITH STREET, HOUSTON, TX, 77002

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

- **Total Participants:** 22,195

- **Total Assets:** $20.4B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|22,195|$20.4B|$319.7M|$403.9M|

| 2023|21,505|$18.9B|$313.2M|$389.4M|

| 2022|20,352|$18.6B|$290.4M|$348.2M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$2,893,571|—|$2,893,571|

| WITHUMSMITH+BROWN, PC|Auditor|$75,000|—|$75,000|

| GRANT THORNTON LLP|ACCOUNTANT/AUDITOR|$75,000|—|$75,000|

| STATE STREET GLOBAL ADVISORS|INVESTMENT ADVISOR|$66,667|—|$66,667|

| SEYFARTH SHAW LLP|LEGAL|$50,768|—|$50,768|

| CHEVRON CORPORATION|PLAN SPONSOR|$49,648|—|$49,648|

| WILLIS TOWERS WATSON|CONSULTANT|$42,446|—|$42,446|

| CAPFINANCIAL PARTNERS|CONSULTANT|$15,000|—|$15,000|

| INFORMA INVESTMENTS SOLUTIONS|CONSULTANT|$13,764|—|$13,764|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

- [GRANT THORNTON LLP](https://planprovider.pro/provider/grant-thornton-llp) — ACCOUNTANT/AUDITOR

- [SEYFARTH SHAW LLP](https://planprovider.pro/provider/goldman-sachs) — LEGAL

- [WILLIS TOWERS WATSON](https://planprovider.pro/provider/lincoln-financial-group) — CONSULTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,281,864

- **Estimated Expense Ratio:** 0.016% 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|$2,987,346|$920,279|$98,676|$75,000|—|

| 2023|$3,193,201|$749,878|—|$75,340|—|

| 2022|$3,761,408|—|—|—|$3,761,408|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/chevron-corporation-401k-plan)

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