# Petroleum Heat And Power Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/petroleum-heat-and-power-co-inc-401k-plan

> Petroleum Heat And Power Co., INC.'s 401(k) plan: 2,885 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/bpas) — 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|—|—|—|

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