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Original filing (PDF)20250805111020NAL0001176195001
VITOL INC.
Form 5500
FILING_RECEIVED
VITOL INC. 401(K) PLAN
401(k) retirement plan
Active participants
443
Accounts w/ balance
585
Plan assets (EOY)
$165.4M
Net assets (EOY)
$165.4M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VITOL INC..
Plan sponsor
Name
VITOL INC.
EIN
20-5733288
Address
2925 RICHMOND AVE. · 11TH FLOOR · HOUSTON, TX · 77098
Phone
(713) 230-1000
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HARPER & PEARSON COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$28K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | 36-4291971 | — | CONSULTANT | $52K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $32K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARPER & PEARSON COMPANY, P.C. | 74-1695589 | — | ACCOUNTANT/AUDITOR | $13K | — |
Investments
36 direct securities · 1 pooled fund· $164.9M(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.
Uncategorized
$158.6M
36 holdings
Pooled Separate Account
$6.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $21.8M | 13.2% | |
| Fidelity Blue Chip Growth Fund | — | — | — | $20.0M | 12.1% | |
| Vanguard Institutional Target Retirement 2050 Fund | — | — | — | $16.1M | 9.7% | |
| Vanguard Institutional Target Retirement 2040 Fund | — | — | — | $12.7M | 7.7% | |
| Vanguard Institutional Target Retirement 2045 Fund | — | — | — | $11.3M | 6.9% | |
| Vanguard Institutional Target Retirement 2035 Fund | — | — | — | $8.5M | 5.2% | |
| PSA NO 25 -STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $6.3M | 3.8% | |
| New York Life Insurance Anchor Account II Fund | — | — | — | $6.3M | 3.8% | |
| JP Morgan Mid Cap Growth Fund | — | — | — | $5.4M | 3.3% | |
| Columbia Dividend Income Fund | — | — | — | $5.2M | 3.2% | |
| Vanguard Institutional Target Retirement 2030 Fund | — | — | — | $4.6M | 2.8% | |
| DFA Large Cap International Fund | — | — | — | $4.4M | 2.6% | |
| Vanguard Institutional Target Retirement 2055 Fund | — | — | — | $4.0M | 2.4% | |
| Vanguard Total Institutional Stock Admiral Fund | — | — | — | $3.5M | 2.1% | |
| Vanguard Institutional Target Retirement 2060 Fund | — | — | — | $3.3M | 2.0% | |
| MFS Mid Cap Value Fund Class R6 | — | — | — | $3.3M | 2.0% | |
| Fidelity Small Cap Growth Fund | — | — | — | $3.1M | 1.9% | |
| Vanguard FTSE Social Index Fund | — | — | — | $3.1M | 1.8% | |
| Fidelity US Bond Index Fund | — | — | — | $3.0M | 1.8% | |
| Eaton Vance Income Fund of Boston | — | — | — | $2.5M | 1.5% | |
| Vanguard Mid Cap Index Admiral Fund | — | — | — | $1.8M | 1.1% | |
| Vanguard Institutional Target Retirement 2020 Fund | — | — | — | $1.8M | 1.1% | |
| Fidelity Balanced K Fund | — | — | — | $1.8M | 1.1% | |
| DFA US Targeted Value Fund | — | — | — | $1.6M | 1.0% | |
| American Funds New World Fund R6 | — | — | — | $1.5M | 0.9% | |
| Fidelity Small Cap Index Fund | — | — | — | $1.3M | 0.8% | |
| Fidelity Real Estate Index Fund | — | — | — | $1.2M | 0.7% | |
| PIMCO Real Return Fund | — | — | — | $1.2M | 0.7% | |
| Vanguard Emerging Markets Stock Index Admiral Fund | — | — | — | $1.0M | 0.6% | |
| Loomis Sayles Core Plus Bond Fund | — | — | — | $894K | 0.5% | |
| Vanguard Institutional Target Retirement Income Fund | — | — | — | $849K | 0.5% | |
| Vanguard Institutional Target Retirement 2065 Fund | — | — | — | $748K | 0.5% | |
| Vanguard Institutional Target Retirement 2025 Fund | — | — | — | $485K | 0.3% | |
| Participant Loans | — | — | — | $396K | 0.2% | |
| Vanguard Inflation Protected Fund | — | — | — | $37K | <0.1% | |
| Vanguard Institutional Target Retirement 2070 Fund | — | — | — | $9K | <0.1% | |
| Fidelity Government Money Market Fund | — | — | — | $439 | <0.1% |
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