Plan Snapshot
- Plan Sponsor: Shell Usa, INC.
- Sponsor EIN: 131299890
- Sponsor Address: 150 N. DAIRY ASHFORD, HOUSTON, TX, 77079
- Plan Type: DB
- Total Participants: 11,963
- Total Assets: $9.7B
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 | 11,963 | $9.7B | $147.0M | $0 |
| 2023 | 12,688 | $15.1B | $160.0M | $0 |
| 2022 | 12,215 | $14.6B | $200.0M | $0 |
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 |
|---|---|---|---|---|
| THE PRUDENTIAL INSURANCE | NONE | $2,659,204,728 | — | $2,659,204,728 |
| FMR LLC | NONE | $3,239,491 | — | $3,239,491 |
| WELLINGTON MANAGEMENT | NONE | $2,230,348 | — | $2,230,348 |
| THE BANK OF NEW YORK MELLON | NONE | $1,902,043 | — | $1,902,043 |
| PGIM, INC. | NONE | $1,862,355 | — | $1,862,355 |
| DODGE & COX | NONE | $1,163,195 | — | $1,163,195 |
| LOGAN CIRCLE PARTNERS LP | NONE | $1,111,864 | — | $1,111,864 |
| AON CONSULTING | NONE | $951,484 | — | $951,484 |
| FRANK RUSSELL COMPANY | NONE | $874,174 | — | $874,174 |
| ROBECO INSTITUTIONAL ASSET MGMT | NONE | $458,029 | — | $458,029 |
| BLACKROCK INSTITUTIONAL TRUST CO. | NONE | $377,642 | — | $377,642 |
| ERNST & YOUNG LLP | NONE | $273,000 | — | $273,000 |
| MORGAN, LEWIS AND BOCKIUS LLP | NONE | $197,338 | — | $197,338 |
| BLACKSTONE HOLDINGS I, LP | NONE | $186,348 | — | $186,348 |
| K & L GATES LLP | NONE | $175,118 | — | $175,118 |
| MERCER | NONE | $175,000 | — | $175,000 |
| STATE STREET BANK AND TRUST | NONE | $175,000 | — | $175,000 |
| MANAGER, INVEST ADMIN AND CONTROLS | EMPLOYEE OF PLAN SPONSOR | $169,581 | — | $169,581 |
| PRICEWATERHOUSECOOPERS LLP | NONE | $163,000 | — | $163,000 |
| SR. FINANCIAL ANALYST | EMPLOYEE OF PLAN SPONSOR | $147,741 | — | $147,741 |
| SR. PENSION AND SAVINGS ANALYST | EMPLOYEE OF PLAN SPONSOR | $134,860 | — | $134,860 |
| MANAGER, PENSION ADMIN | EMPLOYEE OF PLAN SPONSOR | $129,516 | — | $129,516 |
| PENSION AND SAVINGS ANALYST | EMPLOYEE OF PLAN SPONSOR | $94,770 | — | $94,770 |
| NORTHERN TRUST INVESTMENTS INC | NONE | $72,679 | — | $72,679 |
| DELOITTE TAX LLP | NONE | $50,350 | — | $50,350 |
| FINANCE ANALYST | EMPLOYEE OF PLAN SPONSOR | $47,917 | — | $47,917 |
| KIRKLAND & ELLIS LLP | NONE | $35,656 | — | $35,656 |
| GOODWIN PROCTER LLP | NONE | $24,067 | — | $24,067 |
| MSCI, INC. | NONE | $21,486 | — | $21,486 |
| SIMPSON THACHER & BARTLETT LLP | NONE | $13,190 | — | $13,190 |
| WEIL GOTSHAL & MANGES LLP | NONE | $8,163 | — | $8,163 |
| PLATINUM EQUITY PARTNERS II LLP | NONE | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE PRUDENTIAL INSURANCE — NONE
- PGIM, INC. — NONE
- FRANK RUSSELL COMPANY — NONE
- ROBECO INSTITUTIONAL ASSET MGMT — NONE
- ERNST & YOUNG LLP — NONE
- PRICEWATERHOUSECOOPERS LLP — NONE
- KIRKLAND & ELLIS LLP — NONE
- GOODWIN PROCTER LLP — NONE
- MSCI, INC. — NONE
- SIMPSON THACHER & BARTLETT LLP — NONE
- WEIL GOTSHAL & MANGES LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,675,675,133
- Estimated Expense Ratio: 27.601% 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 | $64,941,670 | $43,172,094 | — | — | — |
| 2023 | $57,061,031 | $41,755,599 | — | — | — |
| 2022 | $101,434,674 | $89,492,683 | — | — | $947,071 |