Plan Snapshot
- Plan Sponsor: Phillips 66 Company
- Sponsor EIN: 371652702
- Sponsor Address: TOTAL REWARDS DEPARTMENT, HOUSTON, TX, 772421959
- Plan Type: DB
- Total Participants: 11,317
- Total Assets: $2.2B
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 | 11,317 | $2.2B | $88.0M | $0 |
| 2023 | 11,709 | $2.2B | $0 | $0 |
| 2022 | 10,346 | $2.1B | $350.0M | $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 |
|---|---|---|---|---|
| ERNST & YOUNG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $7,330,828 | $6,668,049 | $139,293 | — | — |
| 2023 | $5,797,325 | $4,581,005 | — | — | — |
| 2022 | $5,150,372 | $5,046,805 | — | — | $160,873 |