Plan Snapshot
- Plan Sponsor: Citgo Petroleum Corporation
- Sponsor EIN: 731173881
- Sponsor Address: PO BOX 4689, HOUSTON, TX, 772104689
- Plan Type: DB
- Total Participants: 2,137
- Total Assets: $799.3M
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 | 2,137 | $799.3M | $15.5M | $0 |
| 2023 | 2,037 | $817.5M | $47.4M | $0 |
| 2022 | 1,913 | $728.8M | $37.5M | $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 | $857,015 | — | $857,015 |
| MERCER | NONE | $445,417 | — | $445,417 |
| ALIGHT SOLUTIONS, LLC | NONE | $140,259 | — | $140,259 |
| AON CONSULTING INC. | NONE | $91,363 | — | $91,363 |
| BOKF, NA DBA BANK OF TEXAS | NONE | $39,254 | — | $39,254 |
| CURCIO WEBB, LLC | NONE | $9,736 | — | $9,736 |
| INNOVATIVE LEGAL SOLUTIONS, INC. | NONE | $9,185 | — | $9,185 |
| EY | NONE | $5,228 | — | $5,228 |
| KPMG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT SOLUTIONS, LLC — NONE
- AON CONSULTING INC. — 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: $1,597,457
- Estimated Expense Ratio: 0.200% 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 | $4,716,405 | $1,312,168 | — | — | — |
| 2023 | $5,170,103 | $479,852 | — | $73,228 | — |
| 2022 | $5,495,792 | $1,248,966 | — | — | $627,358 |