# Citgo Petroleum Corporation DB Plan
Source: https://planprovider.pro/companies/citgo-petroleum-corporation-plan-004

> Citgo Petroleum Corporation's DB plan: 2,137 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:** 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](https://planprovider.pro/provider/alight-solutions) — NONE

- [AON CONSULTING INC.](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:** $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|

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