Shell Provident Fund
Sponsored by Shell Usa, Inc. · EIN 131299890 · Plan #002
- Total assets
- $11.5B
- Net assets
- $11.5B
- Active participants
- 12,093
- With balances
- 24,212
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 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 |
|---|---|---|
| Edelman Financial Engines,Inc | Investment advisory (plan), Direct payment from the plan | $3,631,166 |
| Blackrock Institutional Trust Co. | Trustee (institutional), Trustee (discretionary), Investment management | $1,851,273 |
| Fid Inv Inst Ops Co | Recordkeeping, Participant loan processing, Participant communication | $1,052,388 |
| Fid Mgmt Trust Co | Investment management, Investment management fees (direct) | $244,200 |
| Ernst & Young | Accounting, Direct payment from the plan | $163,000 |
| Russell Implementation Services | Investment management, Investment management fees (direct), Securities brokerage commissions | $118,945 |
| Pension And Savings Analyst | Employee (plan sponsor), Direct payment from the plan | $107,761 |
| Manager Pension Administration | Employee (plan sponsor), Direct payment from the plan | $92,056 |
| Pension Project Manager | Employee (plan sponsor), Direct payment from the plan | $90,726 |
| Cem Benchmarking Inc | Other services, Direct payment from the plan | $40,500 |
| Aon Benefits And Insurance Services | Consulting (general), Direct payment from the plan | $30,150 |
| Manager Administration And Controls | Employee (plan sponsor), Direct payment from the plan | $28,741 |
| Eversheds Sutherland | Legal, Direct payment from the plan | $12,755 |