Deforester L. Jones signed Shell USA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shell USA, Inc.'s EIN is 13-1299890.
Download the official 2024 Form 5500 (PDF) for Shell USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shell USA, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK INSTITUTIONAL TRUST CO. | 94-3112180 | — | NONE | $1.9M | — |
| Name | EIN | Location |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BrokerageLink Various Investment Options | Other securities | — | — | $2.7B | 23.5% | |
| SPARTAN 500 INDEX POOL GEODE CAPITAL MANAGEMENT TRUST CO, LLC · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $2.1B | 18.4% | |
| U.S. Equity Index Fund Comm Fund | Common Collective Trusts | — | — | $2.1B | 18.4% | |
| LifePath® Index Retirement Fund F Comm Fund | Other securities | — | — | $1.1B | 9.2% | |
| BLACKROCK LIFEPATH IDX RET FUND F BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 71-0986421 / PN 001 | Common Collective Trust | — | — | $1.1B | 9.2% | |
| BLACKROCK LIFEPATH IDX 2040 FUND F BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 71-0986419 / PN 001 | Common Collective Trust | — | — | $564.6M | 4.9% | |
| BLACKROCK LIFEPATH IDX 2030 FUND F BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 71-0986424 / PN 001 | Common Collective Trust | — | — | $557.9M | 4.8% | |
| Thrift Fund FIAM Institutional Cash Commingled Pool | Common Collective Trusts | — | — | $546.1M | 4.7% | |
| US DEBT INDEX FUND F BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 94-3291425 / PN 001 | Common Collective Trust | — | — | $516.7M | 4.5% | |
| BLACKROCK LIFEPATH IDX 2035 FUND F BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 20-5114956 / PN 001 | Common Collective Trust | — | — | $516.4M | 4.5% | |
| EAFE EQUITY INDEX FUND F BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 94-3358162 / PN 001 | Common Collective Trust | — | — | $499.0M | 4.3% | |
| MID CAP EQUITY INDEX FUND F BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 94-3272818 / PN 001 | Common Collective Trust | — | — | $486.7M | 4.2% | |
| BLACKROCK LIFEPATH IDX 2045 FUND F BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 20-5115008 / PN 001 | Common Collective Trust | — | — | $369.7M | 3.2% | |
| BLACKROCK LIFEPATH IDX 2050 FUND F BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 26-0896020 / PN 001 | Common Collective Trust | — | — | $322.1M | 2.8% | |
| Shell Stock Fund * Shell Stock Fund Stock/ADSs | Other securities | — | — | $283.4M | 2.5% | |
| 20PLUS TREASURY BOND FUND F BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 94-3272815 / PN 001 | Common Collective Trust | — | — | $216.0M | 1.9% | |
| EMERGING MARKETS INDEX FUND F BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 45-4544245 / PN 001 | Common Collective Trust | — | — | $183.6M | 1.6% | |
| RUSSELL 2000 INDEX FUND F BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 94-3318704 / PN 001 | Common Collective Trust | — | — | $157.3M | 1.4% | |
| BLACKROCK LIFEPATH IDX 2055 FUND F BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 27-2470604 / PN 001 | Common Collective Trust | — | — | $155.5M | 1.3% | |
| Participant Loans Loan 3.25% - 9.50%*** | Bonds / Notes | — | — | $85.4M | 0.7% | |
| 1-3 YEAR GOV-CRED BOND IDX FUND F BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 27-5012676 / PN 001 | Common Collective Trust | — | — | $58.6M | 0.5% | |
| BLACKROCK LIFEPATH IDX 2060 FUND F BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 47-1878775 / PN 001 | Common Collective Trust | — | — | $47.7M | 0.4% | |
| DEVELOPED REAL ESTATE INDEX FUND F BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 27-2659367 / PN 001 | Common Collective Trust | — | — | $22.4M | 0.2% | |
| BLACKROCK LIFEPATH IDX 2065 FUND F BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 84-1770109 / PN 001 | Common Collective Trust | — | — | $21.0M | 0.2% | |
| Fidelity Institutional Cash Portfolio Mutual Funds | Mutual Funds | — | — | $5.8M | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| ERNST & YOUNG | 34-6565596 | — | NONE | $163K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CEM BENCHMARKING INC | 98-0180257 | — | NONE | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES,INC | 94-3250323 | — | NONE | $3.6M | — |
| FID INV INST OPS CO | 04-2647786 | — | NONE | $1.1M | — |
| FID MGMT TRUST CO | 04-2723880 | — | NONE | $244K | — |
| RUSSELL IMPLEMENTATION SERVICES | 81-1706025 | — | NONE | $119K | — |
| PENSION AND SAVINGS ANALYST | 13-1299890 | — | EMPLOYEE | $108K | — |
| MANAGER PENSION ADMINISTRATION | 13-1299890 | — | EMPLOYEE | $92K | — |
| PENSION PROJECT MANAGER | 13-1299890 | — | EMPLOYEE | $91K | — |
| AON BENEFITS AND INSURANCE SERVICES | 22-2232264 | — | NONE | $30K | — |
| MANAGER ADMINISTRATION AND CONTROLS | 13-1299890 | — | EMPLOYEE | $29K | — |
| EVERSHEDS SUTHERLAND | 58-0619407 | — | NONE | $13K | — |
