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Original filing (PDF)20250722114422NAL0001302227001
SHELL USA, INC.
Form 5500
FILING_RECEIVED
SHELL PROVIDENT FUND
401(k) retirement plan
Signals · 2
No recordkeeper disclosed13 service providers
Active participants
12,093
Accounts w/ balance
24,212
Plan assets (EOY)
$11.5B
Net assets (EOY)
$11.5B
How this plan invests
This plan
18 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 6 bps in Schedule C fees — modestly above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHELL USA, INC..
Plan sponsor
Name
SHELL USA, INC.
EIN
13-1299890
Address
150 N. DAIRY ASHFORD · HOUSTON, TX · 77079
Phone
(832) 337-2445
Industry
Manufacturingsee all
Plan administrator
Name
ADMINISTRATOR - SHELL PROVIDENT FUND
EIN
74-1865496
City
HOUSTON, TX
Phone
(832) 337-2445
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-22
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsOther
13| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES,INC | 94-3250323 | — | NONE | $3.6M | — |
| BLACKROCK INSTITUTIONAL TRUST CO. | 94-3112180 | — | NONE | $1.9M | — |
| FID INV INST OPS CO | 04-2647786 | — | NONE | $1.1M | — |
| FID MGMT TRUST CO | 04-2723880 | — | NONE | $244K | — |
| ERNST & YOUNG | 34-6565596 | — | NONE | $163K | — |
| 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 | — |
| CEM BENCHMARKING INC | 98-0180257 | — | NONE | $41K | — |
| AON BENEFITS AND INSURANCE SERVICES | 22-2232264 | — | NONE | $30K | — |
| MANAGER ADMINISTRATION AND CONTROLS | 13-1299890 | — | EMPLOYEE | $29K | — |
| EVERSHEDS SUTHERLAND | 58-0619407 | — | NONE | $13K | — |
Investments
7 direct securities · 18 pooled funds· $14.7B(100% of reported assets)
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.
Common Collective Trust
$7.9B
18 holdings
Uncategorized
$6.8B
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BrokerageLink Various Investment Options | — | — | — | $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 | — | — | — | $2.1B | 18.4% | |
| LifePath® Index Retirement Fund F Comm Fund | — | — | — | $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 | — | — | — | $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 | — | — | — | $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%*** | — | — | — | $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 | — | — | — | $5.8M | <0.1% |