Plan Snapshot
- Plan Sponsor: Citgo Petroleum Corporation
- Sponsor EIN: 731173881
- Sponsor Address: PO BOX 4689, HOUSTON, TX, 772104689
- Plan Type: DB
- Total Participants: 1,649
- Total Assets: $489.1M
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 | 1,649 | $489.1M | $5.1M | $0 |
| 2023 | 1,570 | $507.3M | $31.1M | $0 |
| 2022 | 1,501 | $454.2M | $2.3M | $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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON | NONE | $421,828 | — | $421,828 |
| MERCER | NONE | $242,633 | — | $242,633 |
| AON CONSULTING INC. | NONE | $64,633 | — | $64,633 |
| ALIGHT SOLUTIONS, LLC | NONE | $49,758 | — | $49,758 |
| BOKF, NA DBA BANK OF TEXAS | NONE | $27,531 | — | $27,531 |
| CURCIO WEBB, LLC | NONE | $9,736 | — | $9,736 |
| INNOVATIVE LEGAL SOLUTIONS, INC. | NONE | $8,227 | — | $8,227 |
| EY | NONE | $5,175 | — | $5,175 |
| KPMG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING INC. — NONE
- ALIGHT SOLUTIONS, LLC — NONE
- EY — NONE
- KPMG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $829,521
- Estimated Expense Ratio: 0.170% 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 | $2,746,299 | $674,197 | — | — | — |
| 2023 | $4,055,379 | $305,032 | — | $73,177 | — |
| 2022 | $4,268,598 | $803,403 | — | — | $905,411 |