# Shell Usa, INC. DB Plan Source: https://planprovider.pro/companies/shell-usa-inc-plan-001 > Shell Usa, INC.'s DB plan: 11,963 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:** 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](https://planprovider.pro/provider/empower) — NONE - [PGIM, INC.](https://planprovider.pro/provider/alight-solutions) — NONE - [FRANK RUSSELL COMPANY](https://planprovider.pro/provider/russell-investments) — NONE - [ROBECO INSTITUTIONAL ASSET MGMT](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE - [ERNST & YOUNG LLP](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — NONE - [PRICEWATERHOUSECOOPERS LLP](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — NONE - [KIRKLAND & ELLIS LLP](https://planprovider.pro/provider/kirkland-and-ellis-llp) — NONE - [GOODWIN PROCTER LLP](https://planprovider.pro/provider/goodwin-procter-llp) — NONE - [MSCI, INC.](https://planprovider.pro/provider/morgan-stanley) — NONE - [SIMPSON THACHER & BARTLETT LLP](https://planprovider.pro/provider/simpson-thacher-and-bartlett-llp) — NONE - [WEIL GOTSHAL & MANGES LLP](https://planprovider.pro/provider/weil-gotshal-and-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| ## Similar Plans - [Phillips 66 Company](https://planprovider.pro/companies/phillips-66-company-401k-plan-002) — 12,051 participants - [Shell Usa, INC.](https://planprovider.pro/companies/shell-usa-inc-401k-plan) — 12,093 participants - [Phillips 66 Company](https://planprovider.pro/companies/phillips-66-company-plan-001) — 11,317 participants - [Bp Corporation North America INC.](https://planprovider.pro/companies/bp-corporation-north-america-inc-plan-050) — 9,724 participants - [Bp Corporation North America INC.](https://planprovider.pro/companies/bp-corporation-north-america-inc-401k-plan-001) — 9,333 participants - [Lyondell Chemical Company](https://planprovider.pro/companies/lyondell-chemical-company-401k-plan) — 7,839 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/shell-usa-inc-plan-001) © 2026 PlanProvider.Pro