Plan Snapshot
- Plan Sponsor: Star Enterprise C/O Chevron Corporation
- Sponsor EIN: 760567102
- Sponsor Address: 5001 EXECUTIVE PARKWAY, SUITE 200, SAN RAMON, CA, 94583
- Plan Type: DB
- Total Participants: 0
- Total Assets: $18.7M
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. |
|---|---|---|---|---|
| 2023 | 0 | $18.7M | $3.4M | $0 |
| 2022 | 0 | $45.0M | $5.0M | $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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $770,208 | — | $770,208 |
| CHEVRON CORPORATION | Other Service Provider | $340,364 | — | $340,364 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $70,000 | $530 | $70,530 |
| WITHUM SMITH + BROWN | Auditor | $46,824 | — | $46,824 |
| NORTHERN TRUST COMPANY | Other Service Provider | $15,678 | — | $15,678 |
| ALIRT RESEARCH | Other Service Provider | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- WITHUM SMITH + BROWN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,253,604
- Estimated Expense Ratio: 6.716% 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 |
|---|---|---|---|---|---|
| 2023 | $1,049,805 | $35,000 | — | $23,412 | — |
| 2022 | $1,563,931 | $35,000 | $262,867 | — | — |