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Original filing (PDF)20241014073842NAL0026771105001
STAR ENTERPRISE C/O CHEVRON CORPORATION
Form 5500
FILING_RECEIVED
THE STAR ENTERPRISE RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
~336 bps in Sched C fees6 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$18.7M
Net assets (EOY)
$18.6M
How this plan invests
This plan
4 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
85
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- 336 bps in Schedule C fees — 1058% above peer band of 29 bps.
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STAR ENTERPRISE C/O CHEVRON CORPORATION.
Plan sponsor
Name
STAR ENTERPRISE C/O CHEVRON CORPORATION
EIN
76-0567102
Address
5001 EXECUTIVE PARKWAY, SUITE 200 · SAN RAMON, CA · 94583
Phone
(713) 372-4335
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-14
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
WITHUM SMITH + BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $385K | — |
| CHEVRON CORPORATION | 94-0890210 | — | EMPLOYER | $170K | — |
| STATE STREET GLOBAL ADVISORS | 81-4017137 | — | NONE | $35K | — |
| WITHUM SMITH + BROWN | 22-2027092 | — | NONE | $23K | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $8K | — |
| ALIRT RESEARCH | 20-3957224 | — | NONE | $5K | — |
Investments
4 pooled funds· $15.2M(82% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LONG US CREDIT CORP BOND INDX NL FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 369 | Common Collective Trust | $8.5M | 45.5% |
| DAILY MSCI ACWI EX USA INDEX NL FND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 239 | Common Collective Trust | $3.7M | 19.7% |
| DAILY MSCI USA INDEX NL FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 208 | Common Collective Trust | $2.2M | 11.7% |
| COLLECTIVE SHORT TERM INVESTMENT FD NORTHERN TRUST INVESTMENTS · EIN 45-6138589 / PN 084 | Common Collective Trust | $891K | 4.8% |