# Shell Retail And Convenience 401(k) Plan
Source: https://planprovider.pro/companies/shell-retail-and-convenience-ope-401k-plan

> Shell Retail And Convenience's 401(k) plan: 41 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Shell Retail And Convenience

- **Sponsor EIN:** 831044314

- **Sponsor Address:** 150 NORTH DAIRY ASHFORD, HOUSTON, TX, 77079

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

- **Total Participants:** 41

- **Total Assets:** $1.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|41|$1.5M|$170,584|$443,760|

| 2023|309|$1.1M|$341,577|$961,974|

| 2022|380|$8.3M|$180,577|$717,567|

## 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|

| ADP, INC.|RECORD KEEPER|$6,385|—|$6,385|

| PRICEKUBECKA PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [PRICEKUBECKA PLLC](https://planprovider.pro/provider/pricekubecka-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $6,385

- **Estimated Expense Ratio:** 0.412% 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|$8,279|$1,894|—|—|—|

| 2023|$56,964|$645|—|—|—|

| 2022|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/shell-retail-and-convenience-ope-401k-plan)

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