Plan Snapshot
- Plan Sponsor: Lyondell Chemical Company
- Sponsor EIN: 137073479
- Sponsor Address: 2800 POST OAK BLVD, SUITE 5100, HOUSTON, TX, 77056
- Plan Type: 401(k)
- Plan Number: 009
- Total Participants: 0
- Total Assets: $995.6M
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 | 0 | $995.6M | $0 | $0 |
| 2023 | 0 | $1.0B | $0 | $0 |
| 2022 | 0 | $1.0B | $0 | $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 |
|---|---|---|---|---|
| J.P. MORGAN INVESTMENT MGMT, INC. | Recordkeeper | $701,976 | — | $701,976 |
| MORGAN STANLEY INVESTMENT MGMT INC. | Other Service Provider | $553,223 | — | $553,223 |
| NEUBERGER BERMAN | Other Service Provider | $282,498 | — | $282,498 |
| ATLANTA CAPITAL MANAGEMENT COMPANY | Other Service Provider | $277,827 | — | $277,827 |
| CALLAN LLC | Other Service Provider | $277,565 | — | $277,565 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $272,816 | — | $272,816 |
| NISA INVESTMENT ADVISORS, LLC | Other Service Provider | $219,586 | — | $219,586 |
| LOOMIS SAYLES | Other Service Provider | $196,417 | — | $196,417 |
| PRUDENTIAL INSURANCE CO. OF AMERICA | Recordkeeper | $141,164 | — | $141,164 |
| PRUDENTIAL TRUST CO. | Other Service Provider | $69,362 | — | $69,362 |
| BRANDYWINE GLOBAL INVESTMENT MGMT | Other Service Provider | $68,878 | — | $68,878 |
| INSIGHT NORTH AMERICA LLC | Other Service Provider | $33,773 | — | $33,773 |
| PORTFOLIO ADVISORS, LLC | Other Service Provider | $31,614 | — | $31,614 |
| BLOOMBERG FINANCE LP | Other Service Provider | $28,334 | — | $28,334 |
| STARWOOD IX INVESTMENT MGMT LP | Other Service Provider | $7,272 | — | $7,272 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- J.P. MORGAN INVESTMENT MGMT, INC. — Recordkeeper
- PRUDENTIAL INSURANCE CO. OF AMERICA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,162,305
- Estimated Expense Ratio: 0.318% 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 | $3,451,845 | $3,081,046 | — | — | — |
| 2023 | $5,815,768 | $5,355,591 | — | — | — |
| 2022 | $8,229,534 | $7,361,325 | — | — | — |