Chevron Phillips Chemical Company Lp 401(k) Savings And Profit Sharing Plan
Sponsored by Chevron Phillips Chemical Company Lp · EIN 731587712 · Plan #001
- Total assets
- $1.9B
- Net assets
- $1.9B
- Active participants
- 4,981
- With balances
- 6,021
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Financial Avengers, Inc. CRD 119636 | fuzzy_auto · 94% | 2024 |
| Financial Engines Advisors L.L.C. CRD 104510 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Financial Engines | Investment advisory (plan) | $1,050,977 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $330,608 |
| Edelman Financial Engines, Llc | Investment advisory (plan) | $30,115 |
| Weaver And Tidwell, Llp | Accounting | $25,568 |