Plan Snapshot
- Plan Sponsor: Petroleum Heat And Power Co., INC.
- Sponsor EIN: 061183025
- Sponsor Address: 9 WEST BROAD STREET, SUITE 310, STAMFORD, CT, 06902
- Plan Type: 401(k)
- Total Participants: 2,885
- Total Assets: $351.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,885 | $351.5M | $8.7M | $12.7M |
| 2023 | 2,342 | $316.0M | $8.4M | $11.7M |
| 2022 | 2,389 | $273.6M | $8.4M | $12.0M |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES, LLP | Auditor | $26,450 | — | $26,450 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,450
- Estimated Expense Ratio: 0.008% 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 | $328,745 | $104,646 | — | $26,450 | — |
| 2023 | $347,118 | $109,507 | $300 | $25,375 | — |
| 2022 | $237,341 | $103,547 | — | — | — |