# The Occidental Petroleum Corp Master Retirement Plan Trust 401(k) Plan
Source: https://planprovider.pro/companies/the-occidental-petroleum-corp-master-retirement-plan-trust-363055057-111

> The Occidental Petroleum Corp Master Retirement Plan Trust&#39;s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Occidental Petroleum Corp Master Retirement Plan Trust

- **Sponsor EIN:** 363055057

- **Sponsor Address:** 5 GREENWAY PLAZA, HOUSTON, TX, 770460506

- **Plan Type:** 401(k)

- **Plan Number:** 111

- **Total Participants:** 0

- **Total Assets:** $536

## 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|0|$536|$0|$0|

| 2023|0|$76.1M|$0|$0|

| 2022|0|$80.2M|$0|$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|

| ALLIANCE BERNSTEIN L.P.|Other Service Provider|$377,928|—|$377,928|

| THE BANK OF NEW YORK MELLON|Other Service Provider|$25,502|—|$25,502|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $403,430

- **Estimated Expense Ratio:** 75266.791% 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|$405,278|$377,928|—|—|—|

| 2023|$780,025|$611,555|—|—|—|

| 2022|$702,688|$673,258|—|—|—|

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