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Original filing (PDF)20251022154033NAL0002756544002
CHEVRON PHILLIPS CHEMICAL COMPANY LP
Form 5500
FILING_RECEIVED
CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
4,981
Accounts w/ balance
6,021
Plan assets (EOY)
$1.9B
Net assets (EOY)
$1.9B
How this plan invests
This plan
19 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Participation health
100
Knocking points off
- 7 bps in Schedule C fees — modestly above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHEVRON PHILLIPS CHEMICAL COMPANY LP.
Plan sponsor
Name
CHEVRON PHILLIPS CHEMICAL COMPANY LP
EIN
73-1587712
Address
9500 LAKESIDE BLVD. · THE WOODLANDS, TX · 773810000
Phone
(832) 813-4100
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-22
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
WEAVER & TIDWELL, LLP
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 | $331K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 77-0473565 | — | ADVISOR | $1.1M | — |
| EDELMAN FINANCIAL ENGINES, LLC | 94-3250323 | — | INVESTMENT ADVISOR | $30K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEAVER AND TIDWELL, LLP | 75-0786316 | — | ACCOUNTANT/AUDITOR | $26K | — |
Investments
11 direct securities · 19 pooled funds· $2.0B(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
$1.6B
19 holdings
Uncategorized
$429.5M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SPARTAN 500 INDEX POOL CLASS D GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $360.0M | 18.6% | |
| FIDELITY CONTRAFUND POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $232.1M | 12.0% | |
| SPARTAN GLOBAL EXUS INDEX CLASS D GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC · EIN 82-6293122 / PN 005 | Common Collective Trust | — | — | $138.6M | 7.2% | |
| The Vanguard Group Vanguard Total Bond Market Institutional | — | — | — | $117.1M | 6.1% | |
| SPARTAN EXTENDED MARKET INDEX D GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $105.2M | 5.4% | |
| Fidelity Investments Participant-directed brokerage accounts | — | — | — | $101.3M | 5.2% | |
| BTC LIFEPATH INDEX FUND 2050 FUND N BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 81-3217294 / PN 001 | Common Collective Trust | — | — | $98.7M | 5.1% | |
| BTC LIFEPATH INDEX FUND 2045 FUND N BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 81-3196176 / PN 001 | Common Collective Trust | — | — | $77.1M | 4.0% | |
| WM BLAIR SMMIDCP GR GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 007 | Common Collective Trust | — | — | $71.1M | 3.7% | |
| BTC LIFEPATH INDEX FUND 2040 FUND N BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 81-3185003 / PN 001 | Common Collective Trust | — | — | $68.1M | 3.5% | |
| SPARTAN LARGE CAP VALUE INDEX D GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC · EIN 82-6293122 / PN 004 | Common Collective Trust | — | — | $62.5M | 3.2% | |
| BTC LIFEPATH INDEX FUND 2055 FUND N BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 81-3223239 / PN 001 | Common Collective Trust | — | — | $62.0M | 3.2% | |
| Snyder Capital Mgmt Snyder Small-Mid Cap Value | — | — | — | $57.8M | 3.0% | |
| SNYDER SMMDCAP VAL HAND BENEFITS & TRUST COMPANY · EIN 74-2008758 / PN 185 | Common Collective Trust | — | — | $57.8M | 3.0% | |
| BTC LIFEPATH INDEX FUND 2035 FUND N BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 81-3168065 / PN 001 | Common Collective Trust | — | — | $52.0M | 2.7% | |
| BTC LIFEPATH INDEX FUND 2030 FUND N BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 81-3148951 / PN 001 | Common Collective Trust | — | — | $51.6M | 2.7% | |
| The Vanguard Group Vanguard Federal Money Market Fund | — | — | — | $45.0M | 2.3% | |
| BTC LIFEPATH INDEX FUND RET FUND N BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 81-3250773 / PN 001 | Common Collective Trust | — | — | $42.6M | 2.2% | |
| Notes receivable from Maturity dates vary, with interest | — | — | — | $32.5M | 1.7% | |
| Dodge & Cox Dodge & Cox Income Fund | — | — | — | $30.9M | 1.6% | |
| INVESCO INTERNATIONAL GROWTH TR INVESCO NATIONAL TRUST COMPANY · EIN 32-6065438 / PN 001 | Common Collective Trust | — | — | $28.9M | 1.5% | |
| BTC LIFEPATH INDEX FUND 2060 FUND N BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 81-3239005 / PN 001 | Common Collective Trust | — | — | $27.9M | 1.4% | |
| Chevron Corporation 138,188 shares of common stock | — | — | $138K | $20.0M | 1.0% | |
| GALLIARD STABLE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $17.2M | 0.9% | |
| The Vanguard Group Vanguard REIT Index Fund Institutional | — | — | — | $10.0M | 0.5% | |
| The Vanguard Group Vanguard ST Inflation-Protected Sec. Index Fund | — | — | — | $7.0M | 0.4% | |
| BTC LIFEPATH INDEX FUND 2065 FUND N BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 84-1957801 / PN 001 | Common Collective Trust | — | — | $6.1M | 0.3% | |
| ConocoPhillips 50,188 shares of common stock | — | — | $50K | $5.0M | 0.3% | |
| Phillips 66 26,492 shares of common stock | — | — | $26K | $3.0M | 0.2% | |
| BTC LIFEPATH INDEX FUND 2025 FUND N BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 81-3128643 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |