Plan Snapshot
- Plan Sponsor: Petroleum Heat And Power Co., INC.
- Sponsor EIN: 061183025
- Sponsor Address: 9 W BROAD STREET, 3RD FLR, STAMFORD, CT, 06902
- Plan Type: DB
- Total Participants: 86
- Total Assets: $44.1M
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 | 86 | $44.1M | $0 | $0 |
| 2023 | 91 | $47.4M | $0 | $0 |
| 2022 | 101 | $44.3M | $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 |
|---|---|---|---|---|
| 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: 0.060% 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 | $482,973 | $875 | $266,561 | $26,450 | — |
| 2023 | $574,362 | $96,958 | $355,420 | $25,200 | — |
| 2022 | $532,340 | $85,678 | — | — | $371,070 |