Plan Snapshot
- Plan Sponsor: Citgo Petroleum Corporation
- Sponsor EIN: 046814720
- Sponsor Address: PO BOX 4689, HOUSTON, TX, 772104689
- Plan Type: 401(k)
- Plan Number: 008
- Total Participants: 0
- Total Assets: $1.3B
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 | $1.3B | $0 | $0 |
| 2023 | 0 | $1.2B | $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 |
|---|---|---|---|---|
| FIIOC, INC. | Recordkeeper | $125,821 | — | $125,821 |
| JP MORGAN CHASE BANK N.A. | Recordkeeper | $23,171 | — | $23,171 |
| PRUDENTIAL INSURANCE CO. OF AMERICA | Recordkeeper | $20,362 | — | $20,362 |
| NATIONWIDE LIFE INSURANCE COMPANY | Recordkeeper | $18,773 | — | $18,773 |
| TRANSAMERICA PREMIER LIFE | Recordkeeper | $18,722 | — | $18,722 |
| AMERICAN GENERAL LIFE INSURANCE CO. | Other Service Provider | $17,143 | — | $17,143 |
| METROPOLITAN LIFE INSURANCE CO. | Other Service Provider | $16,638 | — | $16,638 |
| PACIFIC LIFE INSURANCE COMPANY | Other Service Provider | $16,374 | — | $16,374 |
| MASSACHUSETTS MUTUAL | Other Service Provider | $15,119 | — | $15,119 |
| STATE STREET BANK AND TRUST | Other Service Provider | $10,787 | — | $10,787 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIIOC, INC. — Recordkeeper
- JP MORGAN CHASE BANK N.A. — Recordkeeper
- PRUDENTIAL INSURANCE CO. OF AMERICA — Recordkeeper
- NATIONWIDE LIFE INSURANCE COMPANY — Recordkeeper
- TRANSAMERICA PREMIER LIFE — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $282,910
- Estimated Expense Ratio: 0.021% 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 | $285,148 | $285,148 | — | — | — |
| 2023 | $339,238 | $339,238 | — | — | — |
| 2022 | $376,812 | $151,928 | — | — | — |