# Phillips 66 Company DB Plan
Source: https://planprovider.pro/companies/phillips-66-company-plan-001

> Phillips 66 Company's DB plan: 11,317 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:** 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|

| JPMORGAN CHASE BANK, NATIONAL ASSOC|INVESTMENT MANAGER|$1,440,334|—|$1,440,334|

| BLACKROCK INSTITUTIONAL TRUST COMPA|INVESTMENT MANAGER|$694,417|—|$694,417|

| LAZARD ASSET MANAGEMENT LLC|INVESTMENT MANAGER|$679,035|—|$679,035|

| PRUDENTIAL TRUST CO.|INVESTMENT MANAGER|$527,209|—|$527,209|

| NORTHERN TRUST COMPANY|TRUSTEE|$509,379|—|$509,379|

| BARROW, HANLEY, MEWHINNEY & STRAUSS|INVESTMENT MANAGER|$374,770|—|$374,770|

| HSRE CORE PROPERTY FUND GP LLC|INVESTMENT MANAGER|$365,030|—|$365,030|

| CREDIT SUISSE|INVESTMENT MANAGER|$324,724|—|$324,724|

| MFS HERITAGE TRUST COMPANY|INVESTMENT MANAGER|$192,289|—|$192,289|

| TOWERS WATSON INVESTMENT SERVICES|INVESTMENT ADVISOR|$139,294|—|$139,294|

| GOLDMAN SACHS ASSET MANAGEMENT, LP|INVESTMENT MANAGER|$71,678|—|$71,678|

| LEGAL & GENERAL INVESTMENT MANAGEME|INVESTMENT MANAGER|$69,959|—|$69,959|

| PRINCIPAL GLOBAL INVESTORS|INVESTMENT MANAGER|$37,545|—|$37,545|

| MELLON CAPITAL MANAGEMENT|INVESTMENT MANAGER|$25,289|—|$25,289|

| ERNST & YOUNG LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JPMORGAN CHASE BANK, NATIONAL ASSOC](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT MANAGER

- [GOLDMAN SACHS ASSET MANAGEMENT, LP](https://planprovider.pro/provider/goldman-sachs) — INVESTMENT MANAGER

- [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:** $5,450,952

- **Estimated Expense Ratio:** 0.247% 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|$7,330,828|$6,668,049|$139,293|—|—|

| 2023|$5,797,325|$4,581,005|—|—|—|

| 2022|$5,150,372|$5,046,805|—|—|$160,873|

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