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 |
|---|---|---|---|---|
| BLACKROCK INSTITUTIONAL TRUST CO. | Other Service Provider | $1,851,273 | $2,228,611 | $4,079,884 |
| EDELMAN FINANCIAL ENGINES,INC | Other Service Provider | $3,631,166 | — | $3,631,166 |
| FID INV INST OPS CO | Recordkeeper | $1,052,388 | $975,000 | $2,027,388 |
| FID MGMT TRUST CO | Other Service Provider | $244,200 | — | $244,200 |
| ERNST & YOUNG | Auditor | $163,000 | — | $163,000 |
| RUSSELL IMPLEMENTATION SERVICES | Investment Advisor | $118,945 | — | $118,945 |
| PENSION AND SAVINGS ANALYST | Other Service Provider | $107,761 | — | $107,761 |
| MANAGER PENSION ADMINISTRATION | Other Service Provider | $92,056 | — | $92,056 |
| PENSION PROJECT MANAGER | Other Service Provider | $90,726 | — | $90,726 |
| CEM BENCHMARKING INC | Other Service Provider | $40,500 | — | $40,500 |
| AON BENEFITS AND INSURANCE SERVICES | Recordkeeper | $30,150 | — | $30,150 |
| MANAGER ADMINISTRATION AND CONTROLS | Other Service Provider | $28,741 | — | $28,741 |
| EVERSHEDS SUTHERLAND | ERISA Attorney | $12,755 | — | $12,755 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INV INST OPS CO — Recordkeeper
- ERNST & YOUNG — Auditor
- RUSSELL IMPLEMENTATION SERVICES — Investment Advisor
- AON BENEFITS AND INSURANCE SERVICES — Recordkeeper
- EVERSHEDS SUTHERLAND — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,667,272
- Estimated Expense Ratio: 0.093% 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 |