Plan Snapshot
- Plan Sponsor: Conocophillips Company
- Sponsor EIN: 730400345
- Sponsor Address: 935 NORTH ELDRIDGE PARKWAY, HOUSTON, TX, 77079
- Plan Type: DB
- Total Participants: 3,611
- Total Assets: $1.4B
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 | 3,611 | $1.4B | $70.0M | $0 |
| 2023 | 3,746 | $1.4B | $70.0M | $0 |
| 2022 | 3,898 | $1.3B | $105.0M | $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 |
|---|---|---|---|---|
| FIDELITY INV. INST. OPS. CO. | RECORDKEEPER | $1,035,511 | — | $1,035,511 |
| BLACKROCK INSTITUTIONAL TRUST CO NA | INVESTMENT MANAGER | $899,236 | — | $899,236 |
| PRUDENTIAL ASSET MANAGEMENT | INVESTMENT MANAGER | $480,340 | — | $480,340 |
| LAZARD ASSET MANAGEMENT | INVESTMENT MANAGER | $271,714 | — | $271,714 |
| BANK OF NEW YORK MELLON | BUNDLED SERVICE PROVIDER | $102,613 | — | $102,613 |
| ERNST & YOUNG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INV. INST. OPS. CO. — RECORDKEEPER
- PRUDENTIAL ASSET MANAGEMENT — INVESTMENT MANAGER
- ERNST & YOUNG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,789,414
- Estimated Expense Ratio: 0.196% 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 | $3,358,887 | $1,170,949 | — | — | — |
| 2023 | $3,169,446 | $1,096,484 | — | — | — |
| 2022 | $3,696,411 | $1,497,747 | — | — | — |