Plan Snapshot
- Plan Sponsor: Totalenergies Finance Usa, INC
- Sponsor EIN: 233060301
- Sponsor Address: P.O.BOX 4397, HOUSTON, TX, 772104397
- Plan Type: 401(k)
- Total Participants: 2,475
- Total Assets: $788.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,475 | $788.4M | $21.9M | $33.2M |
| 2023 | 2,423 | $699.5M | $20.1M | $31.5M |
| 2022 | 2,401 | $627.9M | $18.4M | $28.8M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $125,082 | — | $125,082 |
| COOK STREET CONSULTING INC. | CONSULTANT | $23,917 | — | $23,917 |
| CROWE LLP | ACCOUNTANT \ AUDITOR | $11,550 | — | $11,550 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- COOK STREET CONSULTING INC. — CONSULTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $160,549
- Estimated Expense Ratio: 0.020% 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 | $160,549 | — | — | $11,550 | — |
| 2023 | $135,002 | — | — | — | — |
| 2022 | $196,088 | — | — | — | — |