Plan Snapshot
- Plan Sponsor: Occidental Petroleum Corp Defined Contrib Pl Master Trust Agreement
- Sponsor EIN: 133189948
- Sponsor Address: 5 GREENWAY PLAZA, HOUSTON, TX, 770460506
- Plan Type: 401(k)
- Plan Number: 200
- Total Participants: 0
- Total Assets: $370.1M
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 | 0 | $370.1M | $0 | $0 |
| 2023 | 0 | $419.4M | $0 | $0 |
| 2022 | 0 | $471.6M | $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 |
|---|---|---|---|---|
| INVESCO ADVISERS, INC. | Other Service Provider | $348,469 | — | $348,469 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $36,512 | — | $36,512 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $384,981
- Estimated Expense Ratio: 0.104% 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 | $384,981 | $348,469 | — | — | — |
| 2023 | $427,308 | $381,027 | — | — | — |
| 2022 | $422,266 | $386,257 | — | — | — |