# Citgo Petroleum Corporation 401(k) Plan
Source: https://planprovider.pro/companies/citgo-petroleum-corporation-046814720-008

> Citgo Petroleum 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:** 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.](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

- [JP MORGAN CHASE BANK N.A.](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [PRUDENTIAL INSURANCE CO. OF AMERICA](https://planprovider.pro/provider/empower) — Recordkeeper

- [NATIONWIDE LIFE INSURANCE COMPANY](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — Recordkeeper

- [TRANSAMERICA PREMIER LIFE](https://planprovider.pro/provider/transamerica) — 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|—|—|—|

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