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

> Shell Usa, INC.'s 401(k) plan: 12,093 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)

- **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.|NONE|$1,851,273|$2,228,611|$4,079,884|

| EDELMAN FINANCIAL ENGINES,INC|NONE|$3,631,166|—|$3,631,166|

| FID INV INST OPS CO|NONE|$1,052,388|$975,000|$2,027,388|

| FID MGMT TRUST CO|NONE|$244,200|—|$244,200|

| ERNST & YOUNG|NONE|$163,000|—|$163,000|

| RUSSELL IMPLEMENTATION SERVICES|NONE|$118,945|—|$118,945|

| PENSION AND SAVINGS ANALYST|EMPLOYEE|$107,761|—|$107,761|

| MANAGER PENSION ADMINISTRATION|EMPLOYEE|$92,056|—|$92,056|

| PENSION PROJECT MANAGER|EMPLOYEE|$90,726|—|$90,726|

| CEM BENCHMARKING INC|NONE|$40,500|—|$40,500|

| AON BENEFITS AND INSURANCE SERVICES|NONE|$30,150|—|$30,150|

| MANAGER ADMINISTRATION AND CONTROLS|EMPLOYEE|$28,741|—|$28,741|

| EVERSHEDS SUTHERLAND|NONE|$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](https://planprovider.pro/provider/fidelity-investments) — NONE

- [ERNST & YOUNG](https://planprovider.pro/provider/ernst-and-young-llp) — NONE

- [RUSSELL IMPLEMENTATION SERVICES](https://planprovider.pro/provider/russell-investments) — NONE

- [AON BENEFITS AND INSURANCE SERVICES](https://planprovider.pro/provider/alight-solutions) — NONE

- [EVERSHEDS SUTHERLAND](https://planprovider.pro/provider/eversheds-sutherland) — NONE

## 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/shell-usa-inc-401k-plan)

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