Plan Snapshot
- Plan Sponsor: Shell Usa, INC.
- Sponsor EIN: 131299890
- Sponsor Address: 150 N. DAIRY ASHFORD, HOUSTON, TX, 77079
- Plan Type: 401(k)
- Total Participants: 12,093
- Total Assets: $11.5B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 12,093 | $11.5B | $210.1M | $230.2M |
| 2023 | 12,718 | $10.7B | $196.5M | $219.9M |
| 2022 | 12,230 | $9.5B | $179.9M | $196.5M |
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 | $163,000 | — | $163,000 |
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: $163,000
- Estimated Expense Ratio: 0.001% 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 | $7,367,776 | $5,726,639 | — | $163,000 | — |
| 2023 | $6,789,706 | $5,297,899 | — | $158,000 | — |
| 2022 | $8,141,414 | $6,710,631 | — | — | $263,138 |