# Shell Usa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/shell-usa-inc-131299890-501

> Shell Usa, INC.'s 401(k) plan: 12,236 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Shell Usa, INC.

- **Sponsor EIN:** 131299890

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

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

- **Plan Number:** 501

- **Total Participants:** 12,236

- **Total Assets:** $0

## 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|12,236|$0|$309.4M|$147.4M|

| 2023|12,844|$45.3M|$262.1M|$163.6M|

| 2022|12,641|$101.7M|$365.8M|$171.8M|

| 2021|13,401|$73.2M|$405.9M|$192.7M|

| 2020|15,582|$87.3M|$419.4M|$206.3M|

## 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|

| UNITED HEALTHCARE INSURANCE CO|Other Service Provider|$11,304,749|—|$11,304,749|

| CVS CAREMARK|Other Service Provider|$1,623,839|—|$1,623,839|

| CIGNA HEALTH AND LIFE INSURANCE GEM|Other Service Provider|$1,362,686|—|$1,362,686|

| KELSEY-SEYBOLD CLINIC|Other Service Provider|$940,407|—|$940,407|

| LYRA|Other Service Provider|$370,297|—|$370,297|

| PRINCIPAL CUSTODY SOLUTIONS|Recordkeeper|$61,833|—|$61,833|

| MCCONNELL & JONES, LLP|Auditor|$61,791|—|$61,791|

| BAROLET|Other Service Provider|$8,986|—|$8,986|

### Verified Provider Profiles

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

- [PRINCIPAL CUSTODY SOLUTIONS](https://planprovider.pro/provider/principal-financial-group-inc) — Recordkeeper

- [MCCONNELL & JONES, LLP](https://planprovider.pro/provider/mcconnell-and-jones-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $15,734,588

### 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|$15,734,588|—|$15,601,978|$61,791|—|

| 2023|$13,696,166|—|$13,485,200|$90,000|—|

| 2022|$11,488,535|—|$11,300,842|—|—|

| 2021|$17,475,558|—|$17,386,995|—|—|

| 2020|$17,049,545|$230,000|$16,816,920|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/shell-usa-inc-131299890-501)

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