# Petroleum Heat And Power Co., INC. DB Plan
Source: https://planprovider.pro/companies/petroleum-heat-and-power-co-inc-plan-005

> Petroleum Heat And Power Co., INC.'s DB plan: 86 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 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](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:** 0.060% 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|

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