Shell Pension Plan
Sponsored by Shell Usa, Inc. · EIN 131299890 · Plan #001
- Total assets
- $9.7B
- Net assets
- $9.6B
- Active participants
- 11,963
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wellington Management Company Llp CRD 106595 | fuzzy_auto · 97% | 2024 |
| Pgim, Inc. CRD 105676 | deterministic · 100% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| Robeco Institutional Asset Management Us Inc CRD 107367 | fuzzy_auto · 96% | 2024 |
| Northern Trust Global Investments Ltd CRD 111900 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Prudential Insurance | Contract administrator, Insurance services | $2,659,204,728 |
| Fmr Llc | Recordkeeping, Participant communication, Direct payment from the plan | $3,239,491 |
| Wellington Management | Investment management, Investment management fees (direct) | $2,230,348 |
| The Bank Of New York Mellon | Custodial (securities), Direct payment from the plan, Float revenue | $1,902,043 |
| Pgim, Inc. | Investment management, Investment management fees (direct) | $1,862,355 |
| Dodge & Cox | Investment management, Investment management fees (direct) | $1,163,195 |
| Logan Circle Partners Lp | Contract administrator | $1,111,864 |
| Aon Consulting | Actuarial, Direct payment from the plan | $951,484 |
| Frank Russell Company | Consulting (pension), Direct payment from the plan | $874,174 |
| Robeco Institutional Asset Mgmt | Investment management | $458,029 |
| Blackrock Institutional Trust Co. | Investment management, Investment management fees (direct) | $377,642 |
| Ernst & Young Llp | Accounting, Direct payment from the plan | $273,000 |
| Morgan, Lewis And Bockius Llp | Legal, Direct payment from the plan | $197,338 |
| Blackstone Holdings I, Lp | Investment management, Investment management fees (direct) | $186,348 |
| K & L Gates Llp | Contract administrator | $175,118 |
| Mercer | Contract administrator | $175,000 |
| State Street Bank And Trust | Contract administrator | $175,000 |
| Manager, Invest Admin And Controls | Employee (plan sponsor), Other fees | $169,581 |
| Pricewaterhousecoopers Llp | Contract administrator | $163,000 |
| Sr. Financial Analyst | Employee (plan sponsor), Other fees | $147,741 |
| Sr. Pension And Savings Analyst | Employee (plan sponsor), Other fees | $134,860 |
| Manager, Pension Admin | Employee (plan sponsor), Other fees | $129,516 |
| Pension And Savings Analyst | Employee (plan sponsor), Other fees | $94,555 |
| Northern Trust Investments Inc | Investment management, Investment management fees (direct), Soft dollars commissions | $72,679 |
| Deloitte Tax Llp | Consulting (pension), Direct payment from the plan | $50,350 |
| Finance Analyst | Employee (plan sponsor), Other fees | $47,917 |
| Kirkland & Ellis Llp | Contract administrator | $35,656 |
| Goodwin Procter Llp | Contract administrator | $24,067 |
| Msci, Inc. | Consulting (pension), Direct payment from the plan | $21,486 |
| Simpson Thacher & Bartlett Llp | Consulting (pension), Direct payment from the plan | $13,190 |
| Weil Gotshal & Manges Llp | Contract administrator | $8,163 |
| Platinum Equity Partners Ii Llp | Contract administrator | $5,000 |
| Pension And Savings Analyst | Employee (plan sponsor), Other fees | $215 |