Plan Snapshot
- Plan Sponsor: Chevron Corporation
- Sponsor EIN: 940890210
- Sponsor Address: 1400 SMITH STREET, HOUSTON, TX, 77002
- Plan Type: 401(k)
- Plan Number: 101
- Total Participants: 0
- Total Assets: $12.2B
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 | 0 | $12.2B | $0 | $0 |
| 2023 | 0 | $12.3B | $0 | $0 |
| 2022 | 0 | $11.3B | $0 | $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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $5,545,388 | — | $5,545,388 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | Other Service Provider | $3,949,347 | — | $3,949,347 |
| GLOBAL INFRASTRUCTURE III PARTNERS | Other Service Provider | $3,461,606 | — | $3,461,606 |
| ALLIANCE BERNSTEIN | Other Service Provider | $3,102,904 | — | $3,102,904 |
| IFM INVESTORS (US) ADVISOR LLC | Other Service Provider | $2,900,342 | — | $2,900,342 |
| WELLINGTON MANAGEMENT | Other Service Provider | $1,932,707 | $31,676 | $1,964,383 |
| POLARIS CAPITAL MANAGEMENT, LLC | Other Service Provider | $1,944,460 | — | $1,944,460 |
| PRUDENTIAL INSURANCE CO. OF AMERICA | Recordkeeper | $1,878,503 | — | $1,878,503 |
| PRINCIPAL LIFE INSURANCE COMPANY | Other Service Provider | $1,768,018 | — | $1,768,018 |
| MFS INSTITUTIONAL ADVISORS | Other Service Provider | $1,739,692 | — | $1,739,692 |
| LSV INVESTMENT ASSET MANAGEMENT | Other Service Provider | $1,715,111 | — | $1,715,111 |
| CHEVRON CORPORATION | Other Service Provider | $1,622,451 | — | $1,622,451 |
| THE NORTHERN TRUST COMPANY | Other Service Provider | $1,144,527 | — | $1,144,527 |
| GLOBAL INFRASTRUCTURE V PARTNERS | Other Service Provider | $1,100,862 | — | $1,100,862 |
| PRUDENTIAL ASSET MANAGEMENT (PGIM) | Recordkeeper | $862,161 | — | $862,161 |
| METLIFE INVESTMENT MANAGEMENT | Other Service Provider | $817,327 | — | $817,327 |
| JP MORGAN CHASE BANK, NATIONAL ASSO | Recordkeeper | $754,147 | — | $754,147 |
| ALLSPRING | Other Service Provider | $677,698 | — | $677,698 |
| JP MORGAN INVESTMENT MANAGEMENT INC | Recordkeeper | $584,269 | — | $584,269 |
| PRINCIPAL BANK | Other Service Provider | $579,893 | — | $579,893 |
| CALLAN LLC | Other Service Provider | $470,253 | — | $470,253 |
| MORGAN STANLEY PRIME | Recordkeeper | $456,627 | — | $456,627 |
| UBS REALTY INVESTORS LLC | Other Service Provider | $439,900 | — | $439,900 |
| NOMURA CORPORATE RESEARCH AND ASSET | Other Service Provider | $417,630 | — | $417,630 |
| AON CONSULTING INC. | Recordkeeper | $354,385 | — | $354,385 |
| BLACKROCK INSTITUTIONAL TRUST CO | Other Service Provider | $197,501 | $119,780 | $317,281 |
| LASALLE PROPERTY FUND L.P. | Other Service Provider | $261,798 | — | $261,798 |
| POPULUS | Other Service Provider | $197,121 | — | $197,121 |
| PRUDENTIAL RETIREMENT INS ANNUITY | Other Service Provider | $139,858 | — | $139,858 |
| WITHUMSMITH+BROWN | Auditor | $86,840 | — | $86,840 |
| SEYFARTH SHAW LLP | Investment Advisor | $80,826 | — | $80,826 |
| KATHLEEN LUTITO | Other Service Provider | $63,000 | — | $63,000 |
| EVESTMENT | Other Service Provider | $48,449 | — | $48,449 |
| GLOBAL TRADING ANALYTICS | Other Service Provider | $35,000 | — | $35,000 |
| TBBC LTD | Other Service Provider | $9,886 | — | $9,886 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- PRUDENTIAL INSURANCE CO. OF AMERICA — Recordkeeper
- PRUDENTIAL ASSET MANAGEMENT (PGIM) — Recordkeeper
- JP MORGAN CHASE BANK, NATIONAL ASSO — Recordkeeper
- JP MORGAN INVESTMENT MANAGEMENT INC — Recordkeeper
- MORGAN STANLEY PRIME — Recordkeeper
- AON CONSULTING INC. — Recordkeeper
- WITHUMSMITH+BROWN — Auditor
- SEYFARTH SHAW LLP — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,491,943
- Estimated Expense Ratio: 0.341% 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 | $47,324,258 | $30,259,744 | $158,336 | $77,273 | — |
| 2023 | $41,833,381 | $27,330,541 | $258,071 | $103,232 | — |
| 2022 | $41,551,322 | $27,536,062 | $7,135,745 | — | $357,634 |