# Phillips 66 Company 401(k) Plan
Source: https://planprovider.pro/companies/phillips-66-company-401k-plan-002

> Phillips 66 Company's 401(k) plan: 12,051 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Phillips 66 Company

- **Sponsor EIN:** 371652702

- **Sponsor Address:** P.O. BOX 421959, HOUSTON, TX, 772421959

- **Plan Type:** 401(k)

- **Total Participants:** 12,051

- **Total Assets:** $7.7B

## 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|12,051|$7.7B|$153.7M|$235.9M|

| 2023|12,476|$7.6B|$199.2M|$225.0M|

| 2022|10,970|$6.1B|$205.6M|$218.0M|

## 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|

| VANGUARD ADVISERS INC.|NONE|$2,997,703|—|$2,997,703|

| THE VANGUARD GROUP, INC.|NONE|$739,479|—|$739,479|

| INVESCO CAPITAL MANAGEMENT|NONE|$705,211|—|$705,211|

| NORTHERN TRUST COMPANY|DIRECTED TRUSTEE|$33,013|—|$33,013|

| ERNST & YOUNG LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [VANGUARD ADVISERS INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [ERNST & YOUNG LLP](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $4,475,406

- **Estimated Expense Ratio:** 0.058% 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|$3,640,397|—|—|—|—|

| 2023|$3,424,305|$2,385,034|—|—|—|

| 2022|$3,071,878|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/phillips-66-company-401k-plan-002)

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