Plan Snapshot
- Plan Sponsor: Citgo Petroleum Corporation
- Sponsor EIN: 561819750
- Sponsor Address: PO BOX 4689, HOUSTON, TX, 772104689
- Plan Type: 401(k)
- Plan Number: 007
- 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 | $1.3B | $0 | $0 |
| 2022 | 0 | $1.2B | $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 |
|---|---|---|---|---|
| LEGAL & GENERAL INVESTMENT MGT | Other Service Provider | $114,698 | — | $114,698 |
| BLACKROCK TREASURY | Other Service Provider | $61,961 | — | $61,961 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $58,229 | — | $58,229 |
| WELLINGTON MANAGEMENT | Other Service Provider | $55,975 | — | $55,975 |
| JP MORGAN ASSET MANAGEMENT | Recordkeeper | $49,056 | — | $49,056 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN ASSET MANAGEMENT — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $339,919
- Estimated Expense Ratio: 0.027% 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 | $339,919 | $339,919 | — | — | — |
| 2023 | $612,735 | $612,735 | — | — | — |
| 2022 | — | — | — | — | — |