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 |
|---|---|---|---|---|
| ERNST & YOUNG LLP | Auditor | — | — | $0 |
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: $0
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 |