Plan Snapshot
- Plan Sponsor: Chevron Phillips Chemical Company LP
- Sponsor EIN: 046934777
- Sponsor Address: 9500 LAKESIDE BLVD., THE WOODLANDS, TX, 773810000
- Plan Type: 401(k)
- Plan Number: 007
- Total Participants: 0
- Total Assets: $1.0B
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 | $1.0B | $0 | $0 |
| 2023 | 0 | $1.0B | $0 | $0 |
| 2022 | 0 | $1.0B | $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 |
|---|---|---|---|---|
| PRETIUM | Other Service Provider | $2,029,813 | — | $2,029,813 |
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $1,043,337 | — | $1,043,337 |
| GALLANT CAPITAL PARTNERS II-A | Other Service Provider | $420,963 | — | $420,963 |
| MARLIN HERITAGE EUROPE III | Other Service Provider | $308,700 | — | $308,700 |
| NUVEEN REAL ESTATE-U.S. CITIES INDU | Other Service Provider | $222,307 | — | $222,307 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $74,000 | — | $74,000 |
| LEGAL AND GENERAL INVESTMENT MGMT | Other Service Provider | $65,543 | — | $65,543 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,164,663
- Estimated Expense Ratio: 0.399% 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 | $4,168,303 | $4,090,891 | — | $3,412 | — |
| 2023 | $1,782,683 | $1,527,198 | — | $3,348 | — |
| 2022 | $2,074,512 | $1,997,165 | $74,000 | — | $3,347 |