# Valero Energy Corporation DB Plan
Source: https://planprovider.pro/companies/valero-energy-corporation-plan-009

> Valero Energy Corporation's DB plan: 566 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:** 566

- **Total Assets:** $36.7M

## 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|566|$36.7M|$0|$0|

| 2023|564|$33.6M|$0|$0|

| 2022|534|$30.8M|$6.7M|$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|

| AON CONSULTING, INC.|NONE|$63,294|—|$63,294|

| PRINCIPAL TRUST COMPANY|TRUSTEE|$5,480|—|$5,480|

| KPMG, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

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

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

- [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:** $68,774

- **Estimated Expense Ratio:** 0.187% 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|$138,262|—|—|—|—|

| 2023|$129,342|—|—|—|—|

| 2022|$118,851|—|—|—|$64,291|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/valero-energy-corporation-plan-009)

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