Plan Snapshot
- Plan Sponsor: Petrochina International (America), INC.
- Sponsor EIN: 200458363
- Sponsor Address: 2000 WEST SAM HOUSTON PARKWAY SOUTH, HOUSTON, TX, 77042
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $19.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 89 | $19.9M | $1.0M | $1.1M |
| 2023 | 91 | $20.0M | $1.1M | $1.1M |
| 2022 | 91 | $14.3M | $1.1M | $1.1M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | Investment Advisor | $56,775 | — | $56,775 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $5,547 | — | $5,547 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — Investment Advisor
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,322
- Estimated Expense Ratio: 0.313% 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 | $62,422 | $62,322 | — | — | — |
| 2023 | $1,048,559 | — | $49,755 | — | — |
| 2022 | $1,606,056 | — | $46,583 | — | — |