# Trafigura Trading LLC 401(k) Plan
Source: https://planprovider.pro/companies/trafigura-trading-llc-401k-plan

> Trafigura Trading LLC's 401(k) plan: 269 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trafigura Trading LLC

- **Sponsor EIN:** 061436098

- **Sponsor Address:** 845 TEXAS AVE, HOUSTON, TX, 77002

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

- **Total Participants:** 269

- **Total Assets:** $54.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|269|$54.2M|$1.5M|$3.4M|

| 2023|220|$44.8M|$1.3M|$3.0M|

| 2022|200|$35.1M|$1.3M|$2.6M|

## 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|$44,157|—|$44,157|

| STRATEGIC ADVISORS, INC.|ADVISOR|$13,874|—|$13,874|

| ROBERTSON & ROBERTSON, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [ROBERTSON & ROBERTSON, PLLC](https://planprovider.pro/provider/robertson-and-robertson-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $58,031

- **Estimated Expense Ratio:** 0.107% 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|$58,031|$13,874|—|—|—|

| 2023|$47,048|$11,339|—|—|—|

| 2022|$61,848|$10,014|$51,834|—|—|

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trafigura-trading-llc-401k-plan)

© 2026 PlanProvider.Pro