# Valero Energy Corporation DB Plan
Source: https://planprovider.pro/companies/valero-energy-corporation-plan-005

> Valero Energy Corporation's DB plan: 6,554 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Valero Energy Corporation

- **Sponsor EIN:** 741828067

- **Sponsor Address:** P.O. BOX 696000, SAN ANTONIO, TX, 782696000

- **Plan Type:** DB

- **Total Participants:** 6,554

- **Total Assets:** $2.6B

## 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|6,554|$2.6B|$40.0M|$0|

| 2023|6,460|$2.5B|$40.0M|$0|

| 2022|6,500|$2.2B|$73.3M|$0|

| 2020|6,896|$2.7B|$0|$0|

| 2019|6,956|$2.4B|$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|

| COOKE AND BIELER LP|NONE|$869,911|—|$869,911|

| VICTORY CAPITAL MANAGEMENT|NONE|$865,039|—|$865,039|

| POST ADVISORY GROUP, LLC|NONE|$724,046|—|$724,046|

| EARNEST PARTNERS, LLC|NONE|$623,200|—|$623,200|

| BARROW HANLEY MEWHINNEY AND STRAUSS|NONE|$599,312|—|$599,312|

| PACIFIC INVESTMENT MGMT. CO LLC|NONE|$598,094|—|$598,094|

| FIERA CAPITAL INC.|NONE|$539,302|—|$539,302|

| AON CONSULTING, INC.|NONE|$528,686|—|$528,686|

| SEGALL BRYANT & HAMILL|NONE|$416,560|—|$416,560|

| ABERDEEN STANDARD INVESTMENTS, INC.|NONE|$266,674|—|$266,674|

| MORGAN STANLEY SMITH BARNEY LLC|NONE|$210,000|—|$210,000|

| PRINCIPAL TRUST COMPANY|TRUSTEE|$182,236|—|$182,236|

| BLACKROCK INSTITUTIONAL TRUST CO NA|NONE|$121,802|—|$121,802|

| NORTHERN TRUST CORPORATION|NONE|$40,793|—|$40,793|

| JOHN HANCOCK|NONE|$24,785|—|$24,785|

| JPMORGAN CHASE BANK, NA|NONE|$22,926|—|$22,926|

| KPMG, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [VICTORY CAPITAL MANAGEMENT](https://planprovider.pro/provider/victory-capital-management-inc) — NONE

- [AON CONSULTING, INC.](https://planprovider.pro/provider/alight-solutions) — NONE

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/morgan-stanley) — NONE

- [PRINCIPAL TRUST COMPANY](https://planprovider.pro/provider/principal-financial-group-inc) — TRUSTEE

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — NONE

- [JPMORGAN CHASE BANK, NA](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [KPMG, LLP](https://planprovider.pro/provider/kpmg-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $6,633,366

- **Estimated Expense Ratio:** 0.251% 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|$7,827,564|$5,897,659|$24,785|—|—|

| 2023|$14,162,818|$5,550,798|$25,557|—|—|

| 2022|$7,329,545|$5,664,371|$26,492|—|$582,066|

| 2020|$7,742,948|$5,986,129|—|—|—|

| 2019|$7,918,352|$6,229,751|—|—|—|

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