Chevron Employee Savings Investment Plan
Sponsored by Chevron Corporation · EIN 940890210 · Plan #001
- Total assets
- $20.4B
- Net assets
- $20.4B
- Active participants
- 22,195
- With balances
- 34,370
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $2,893,571 |
| Grant Thornton Llp | Accounting | $75,000 |
| State Street Global Advisors | Investment advisory (plan) | $66,667 |
| Seyfarth Shaw Llp | Legal | $50,768 |
| Chevron Corporation | Recordkeeping, Consulting (general), Direct payment from the plan | $49,648 |
| Willis Towers Watson | Consulting (general) | $42,446 |
| Capfinancial Partners | Consulting (general) | $15,000 |
| Informa Investments Solutions | Consulting (general), Other services | $13,764 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$212,287 |