Plan Snapshot
- Plan Sponsor: Pennzoil-Quaker State Company
- Sponsor EIN: 760200625
- Sponsor Address: 150 N DAIRY ASHFORD, HOUSTON, TX, 77079
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 0
- Total Assets: $371,686
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 | $371,686 | $5.8M | $58,921 |
| 2023 | 0 | $732,342 | $5.4M | $74,997 |
| 2022 | 0 | $798,122 | $4.8M | $99,261 |
| 2020 | 0 | $680,289 | $6.8M | $149,798 |
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 |
|---|---|---|---|---|
| MCCONNELL & JONES, LLP | Auditor | $129,000 | — | $129,000 |
| UNITED HEALTHCARE INSURANCE COMPANY | Other Service Provider | $62,992 | — | $62,992 |
| AON CONSULTING, INC. | Recordkeeper | $40,500 | — | $40,500 |
| PRINCIPAL TRUST COMPANY | Recordkeeper | $6,070 | — | $6,070 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCCONNELL & JONES, LLP — Auditor
- AON CONSULTING, INC. — Recordkeeper
- PRINCIPAL TRUST COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $238,562
- Estimated Expense Ratio: 64.184% 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 | $242,265 | — | $66,695 | $129,000 | — |
| 2023 | $157,624 | $6,065 | $79,959 | $60,000 | — |
| 2022 | $119,869 | $5,019 | $90,650 | — | $24,200 |
| 2020 | $391,941 | $7,254 | $259,942 | $113,000 | — |