# Citgo Petroleum Corporation DB Plan
Source: https://planprovider.pro/companies/citgo-petroleum-corporation-plan-002

> Citgo Petroleum Corporation's DB plan: 1,649 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:** 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.](https://planprovider.pro/provider/alight-solutions) — NONE

- [ALIGHT SOLUTIONS, LLC](https://planprovider.pro/provider/alight-solutions) — NONE

- [EY](https://planprovider.pro/provider/ernst-and-young-llp) — 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:** $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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/citgo-petroleum-corporation-plan-002)

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