Plan Ledger DOL Form 5500 · updated monthly

Shell Retail and Convenience401(k)

SHELL RETAIL AND CONVENIENCE OPERATIONS 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.62%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Shell Retail and Convenience reported $8,279 in plan administrative expenses for 2024: 0.62% of average plan assets, above the peer median. Employer contributions averaged $4,161 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Texas (5,081st of 5,688), and 4,802nd of 5,215 in retail trade. In 2024, employees put in $2.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,547,917
Participants with balances81
Active participants41
Employer contributions$170,584
Employee contributions$443,760
Employer contribution per active participant$4,161
Average account balance$19,110
Benefits paid to participants$539,038
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,385
Investment management$1,894
Total administrative$8,279
The Shell Retail and Convenience 401(k) match · 2024
Employer contribution per active participant$4,161
Median for plans this size$1,313

Shell Retail and Convenience's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
ADP, INC. · Loan processing · Recordkeeping$6,385

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$8,279 · 0.62%
Same employer
Similar plansRetail Trade · Texas
Rolfson Oil, LLC TX$1.7M · 0.09%
Wuest's, Inc. TX$1.6M · 0.35%
Hlk Auto Group, Inc. TX$1.6M · 1.17%
Fort Worth Motorcars, LP TX$1.6M · 0.48%
Jackson Pottery, Inc. TX$1.4M · 0.62%
Sable Construction, Inc. TX$1.4M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 831044314 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.