Back to filter
Original filing (PDF)20251013210820NAL0000942579001
CHEVRON STATIONS INC.
Form 5500
FILING_RECEIVED
CHEVRON STATIONS INC. THRIFT PLAN
401(k) retirement plan
Signals · 1
39% in single holding
Active participants
4,092
Accounts w/ balance
1,189
Plan assets (EOY)
$46.6M
Net assets (EOY)
$46.6M
How this plan invests
This plan
20 pooled trusts
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
81
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "BLACKROCK EQUITY INDEX W" is 39% of plan.
- Only 29% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHEVRON STATIONS INC..
Plan sponsor
Name
CHEVRON STATIONS INC.
EIN
84-0618607
Address
5001 EXECUTIVE PARKWAY · SUITE 200 · SAN RAMON, CA · 94583
Phone
(925) 842-1000
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
068
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WITHUMSMITH&BROWN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $21K | — |
Investments
2 direct securities · 20 pooled funds· $46.6M(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
$46.5M
20 holdings
Uncategorized
$88K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BTC EQUITY INDEX W BLACKROCK INST. TRUST COMPANY, N. A · EIN 86-1922600 / PN 001 | Common Collective Trust | — | — | $18.1M | 38.8% | |
| BTC GOV SH TM INV M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A · EIN 81-3502160 / PN 001 | Common Collective Trust | — | — | $4.6M | 9.8% | |
| BTC LIFEPATH 2030 G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 82-3152218 / PN 001 | Common Collective Trust | — | — | $3.9M | 8.5% | |
| BTC LIFEPATH RET G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 82-3274988 / PN 001 | Common Collective Trust | — | — | $3.2M | 6.8% | |
| BTC LIFEPATH 2050 G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 82-3226904 / PN 001 | Common Collective Trust | — | — | $2.7M | 5.8% | |
| BTC LIFEPATH 2045 G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 82-3214715 / PN 001 | Common Collective Trust | — | — | $2.7M | 5.7% | |
| BTC US DEBT INDEX J BLACKROCK INST. TRUST COMPANY, N. A · EIN 86-1997298 / PN 001 | Common Collective Trust | — | — | $2.3M | 5.0% | |
| BTC LIFEPATH 2035 G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 82-3182755 / PN 001 | Common Collective Trust | — | — | $2.2M | 4.8% | |
| BTC LIFEPATH 2040 G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 82-3199119 / PN 001 | Common Collective Trust | — | — | $2.1M | 4.5% | |
| BTC LIFEPATH 2055 G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 82-3243273 / PN 001 | Common Collective Trust | — | — | $1.7M | 3.7% | |
| BTC LIFEPATH 2060 G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 82-3258496 / PN 001 | Common Collective Trust | — | — | $995K | 2.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $675K | 1.4% | |
| BTC EXTENDED MKTS M BLACKROCK INST. TRUST COMPANY, N. A · EIN 86-1965666 / PN 001 | Common Collective Trust | — | — | $531K | 1.1% | |
| BTC MSCI ACWI EXUS J BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A · EIN 87-4263088 / PN 001 | Common Collective Trust | — | — | $412K | 0.9% | |
| BTC LIFEPATH 2065 G BLACKROCK INST. TRUST COMPANY, N. A · EIN 84-1787954 / PN 001 | Common Collective Trust | — | — | $380K | 0.8% | |
| DODGE & COX INCOME | — | — | — | $81K | 0.2% | |
| PIF DVRSD REAL AST 3 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 46-0743367 / PN 001 | Common Collective Trust | — | — | $36K | <0.1% | |
| CG EUROPAC GRTH U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 661 | Common Collective Trust | — | — | $8K | <0.1% | |
| EARNEST PARNTERS SMIDCAP | — | — | — | $7K | <0.1% | |
| EARNEST SMID CP CORE SEI TRUST COMPANY · EIN 26-4377500 / PN 041 | Common Collective Trust | — | — | $7K | <0.1% | |
| BTC LIFEPATH 2070 G BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A · EIN 99-3723891 / PN 001 | Common Collective Trust | — | — | $611 | <0.1% | |
| SS US INFL PROT BD C STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 168 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Retail Trade plans
THE WILLS GROUP, INC.
H.S. SWANN, JAMES W. WILLS, JR. EMPLOYEES' VALUE SHARING OPPORTUNITY PLAN
$45.8M · 758 participants
JACKSONS FOOD STORES, INC.
THE JACKSON COMPANIES 401(K) PROFIT SHARING PLAN
$50.7M · 4,284 participants
WALLIS COMPANIES
WALLIS COMPANIES 401(K) PLAN
$40.8M · 793 participants
THE SPINX COMPANY, INC.
THE SPINX COMPANY, INC. 401(K) RETIREMENT SAVINGS PLAN
$39.3M · 957 participants
WESCO, INC.
WESCO, INC. GREAT ASSOCIATE SAVINGS
$33.8M · 1,296 participants
JAY PETROLEUM, INC.
JAY PETROLEUM INC. EMPLOYEE STOCK OWNERSHIP PLAN
$31.7M · 1,190 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B