Plan Snapshot
- Plan Sponsor: Totalenergies Finance Usa, INC.
- Sponsor EIN: 233060301
- Sponsor Address: P.O. BOX 4397, HOUSTON, TX, 772104397
- Plan Type: DB
- Total Participants: 401
- Total Assets: $637.0M
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 | 401 | $637.0M | $40.9M | $0 |
| 2023 | 431 | $656.2M | $51.8M | $0 |
| 2022 | 471 | $654.8M | $61.2M | $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 |
|---|---|---|---|---|
| RUSSELL INVESTMENTS TRUST COMPANY | NONE | $279,646 | — | $279,646 |
| LEGAL&GENERAL INVESTMENT MANAGEMENT | NONE | $240,283 | — | $240,283 |
| RUSSELL INVESTMENTS CAPITAL, LLC | NONE | $190,000 | — | $190,000 |
| BLACKROCK | INVESTEMENT MANAGER | $71,222 | $62,931 | $134,153 |
| CROWE | NONE | $20,000 | — | $20,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $864,082
- Estimated Expense Ratio: 0.136% 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 | $3,788,754 | — | — | — | — |
| 2023 | $4,487,105 | — | — | — | — |
| 2022 | $3,380,914 | — | — | — | — |