# Chevron Phillips Chemical Company LP 401(k) Plan
Source: https://planprovider.pro/companies/chevron-phillips-chemical-company-lp-401k-plan

> Chevron Phillips Chemical Company LP's 401(k) plan: 4,981 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Chevron Phillips Chemical Company LP

- **Sponsor EIN:** 731587712

- **Sponsor Address:** 9500 LAKESIDE BLVD., THE WOODLANDS, TX, 773810000

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

- **Total Participants:** 4,981

- **Total Assets:** $1.9B

## 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|4,981|$1.9B|$46.7M|$77.6M|

| 2023|4,782|$1.7B|$44.4M|$73.3M|

| 2022|4,486|$1.5B|$40.8M|$66.4M|

## 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|

| FINANCIAL ENGINES|ADVISOR|$1,050,977|—|$1,050,977|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$330,608|—|$330,608|

| EDELMAN FINANCIAL ENGINES, LLC|INVESTMENT ADVISOR|$30,115|—|$30,115|

| WEAVER AND TIDWELL, LLP|ACCOUNTANT/AUDITOR|$25,568|—|$25,568|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [WEAVER AND TIDWELL, LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,437,268

- **Estimated Expense Ratio:** 0.074% 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|$1,441,105|$1,050,977|$8,100|$20,475|—|

| 2023|$1,251,734|$971,969|$3,000|—|—|

| 2022|$1,432,050|—|—|—|—|

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

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