# Citgo Petroleum Corporation 401(k) Plan
Source: https://planprovider.pro/companies/citgo-petroleum-corporation-401k-plan-003

> Citgo Petroleum Corporation's 401(k) plan: 2,429 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:** 731173881

- **Sponsor Address:** PO BOX 4689, HOUSTON, TX, 772104689

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

- **Total Participants:** 2,429

- **Total Assets:** $1.0B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2,429|$1.0B|$33.4M|$33.9M|

| 2023|2,369|$925.0M|$30.9M|$31.3M|

| 2022|2,221|$803.8M|$25.8M|$27.5M|

## 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|

| STRATEGIC ADVISORS|NONE|$136,327|—|$136,327|

| FIIOC, INC.|NONE|$30,949|—|$30,949|

| KPMG LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS](https://planprovider.pro/provider/creative-planning) — NONE

- [FIIOC, INC.](https://planprovider.pro/provider/fidelity-investments) — NONE

- [KPMG LLP](https://planprovider.pro/provider/kpmg-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $167,276

- **Estimated Expense Ratio:** 0.016% 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|$167,276|$136,327|—|—|—|

| 2023|$122,852|$94,494|—|—|—|

| 2022|$93,291|$66,693|—|—|—|

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