# Chevron Corporation 401(k) Plan Source: https://planprovider.pro/companies/chevron-corporation-940890210-101 > Chevron Corporation's 401(k) plan: 0 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) - **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](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper - [PRUDENTIAL INSURANCE CO. OF AMERICA](https://planprovider.pro/provider/empower) — Recordkeeper - [PRUDENTIAL ASSET MANAGEMENT (PGIM)](https://planprovider.pro/provider/alight-solutions) — Recordkeeper - [JP MORGAN CHASE BANK, NATIONAL ASSO](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [JP MORGAN INVESTMENT MANAGEMENT INC](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [MORGAN STANLEY PRIME](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [AON CONSULTING INC.](https://planprovider.pro/provider/alight-solutions) — Recordkeeper - [WITHUMSMITH+BROWN](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor - [SEYFARTH SHAW LLP](https://planprovider.pro/provider/goldman-sachs) — 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| ## Similar Plans - [Contractors Insurance Trust](https://planprovider.pro/companies/contractors-insurance-trust-760481929-501) — 14,017 participants - [The Contractors Plan Trust](https://planprovider.pro/companies/the-contractors-plan-trust-200746005-501) — 13,280 participants - [Texas Medical Association Ins Welfare Benefits Fund](https://planprovider.pro/companies/texas-medical-association-ins-welfare-benefits-fund-826854930-501) — 660 participants - [Tasty King, LLC](https://planprovider.pro/companies/tasty-king-llc-401k-plan) — 496 participants - [2gr Equity Trust](https://planprovider.pro/companies/2gr-equity-trust-plan) — 4 participants - [American Airlines, INC. - Retirement](https://planprovider.pro/companies/american-airlines-inc-retirement-131502798-020) — 0 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/chevron-corporation-940890210-101) © 2026 PlanProvider.Pro