Employers › Conocophillips
Recordkeeping fees per participant · Conocophillips Savings Plan · plan year 2024
$3.72
Higher than 6% of the 790 plans over $1B that report it.
= $48,948 / 13,168
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251009103249NAL0006451185001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009103249NAL0006451185001, received 2025-10-09
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-09.
Administrative expenses excluding investment management, per participant
$4.03
Higher than 4% of the 1,045 plans over $1B that report it.
= $53,117 / 13,168
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251009103249NAL0006451185001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009103249NAL0006451185001, received 2025-10-09
Administrative expenses per participant
$91.77
Higher than 66% of the 1,076 plans over $1B that report it.
= $1,208,363 / 13,168
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009103249NAL0006451185001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009103249NAL0006451185001, received 2025-10-09
Administrative expenses as a share of assets
0.018%
Higher than 15% of the 1,076 plans over $1B that report it.
= $1,208,363 / $6,713,407,074
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009103249NAL0006451185001, received 2025-10-09
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251009103249NAL0006451185001, received 2025-10-09
Employer contributions per participant
$11,554
Higher than 95% of the 1,135 plans over $1B that report it.
= $152,149,304 / 13,168
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009103249NAL0006451185001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009103249NAL0006451185001, received 2025-10-09
Employer share of total contributions
49.7%
Higher than 93% of the 1,135 plans over $1B that report it.
= $152,149,304 / $305,851,519
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009103249NAL0006451185001, received 2025-10-09
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251009103249NAL0006451185001, received 2025-10-09
10.3% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $605,501 ($137.75 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
Plan terms are described in Conocophillips Company's SEC filings: Form 10-K filed 2001-03-21. No term could be quoted from them with the required precision.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2I · 2J 401(k) feature · 2K 401(m) arrangement · 2O ESOP-related feature · 2P · 2T default investment (QDIA) · 3F · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251009103249NAL0006451185001, received 2025-10-09
| Field | Value | Source |
|---|---|---|
| Plan sponsor | CONOCOPHILLIPS COMPANY | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251009103249NAL0006451185001, received 2025-10-09 |
| Plan name | CONOCOPHILLIPS SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251009103249NAL0006451185001, received 2025-10-09 |
| Sponsor EIN / plan number | 73-0400345 / 022 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251009103249NAL0006451185001, received 2025-10-09 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251009103249NAL0006451185001, received 2025-10-09 |
| Sponsor location | HOUSTON, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251009103249NAL0006451185001, received 2025-10-09 |
| Industry (business code) | 211120, Mining, quarrying, and oil and gas extraction | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251009103249NAL0006451185001, received 2025-10-09 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251009103249NAL0006451185001, received 2025-10-09 |
| Filing received | 2025-10-09 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251009103249NAL0006451185001, received 2025-10-09 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251009103249NAL0006451185001, received 2025-10-09 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251009103249NAL0006451185001, received 2025-10-09 |
| Participants, beginning of year | 11,826 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251009103249NAL0006451185001, received 2025-10-09 |
| Active participants | 6,894 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251009103249NAL0006451185001, received 2025-10-09 |
| Participants, end of year | 13,175 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251009103249NAL0006451185001, received 2025-10-09 |
| Participants with an account balance | 13,168 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009103249NAL0006451185001, received 2025-10-09 |
| Total assets, beginning of year | $6,757,532,738 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251009103249NAL0006451185001, received 2025-10-09 |
| Total assets, end of year | $6,713,407,074 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251009103249NAL0006451185001, received 2025-10-09 |
| Net assets, end of year | $6,708,392,559 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251009103249NAL0006451185001, received 2025-10-09 |
| Total income | $734,814,823 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251009103249NAL0006451185001, received 2025-10-09 |
| Net income | $-42,233,327 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251009103249NAL0006451185001, received 2025-10-09 |
| Employer contributions | $152,149,304 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009103249NAL0006451185001, received 2025-10-09 |
| Participant contributions | $128,049,396 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251009103249NAL0006451185001, received 2025-10-09 |
| Other contributions (incl. rollovers) | $25,652,819 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251009103249NAL0006451185001, received 2025-10-09 |
| Total contributions | $305,851,519 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251009103249NAL0006451185001, received 2025-10-09 |
| Benefit payments | $775,552,107 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251009103249NAL0006451185001, received 2025-10-09 |
| Total expenses (incl. benefit payments) | $777,048,150 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251009103249NAL0006451185001, received 2025-10-09 |
| Total administrative expenses | $1,208,363 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009103249NAL0006451185001, received 2025-10-09 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251009103249NAL0006451185001, received 2025-10-09 |
| Recordkeeping fees | $48,948 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251009103249NAL0006451185001, received 2025-10-09 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251009103249NAL0006451185001, received 2025-10-09 |
| Investment advisory and management fees | $1,155,246 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251009103249NAL0006451185001, received 2025-10-09 |
| Administrative expenses excluding investment management | $53,117 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251009103249NAL0006451185001, received 2025-10-09 |
| Held in master trusts | $690,153,023 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251009103249NAL0006451185001, received 2025-10-09 |
| Held in common/collective trusts | $3,761,426,470 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251009103249NAL0006451185001, received 2025-10-09 |
| Held in mutual funds | $1,010,119,692 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251009103249NAL0006451185001, received 2025-10-09 |
| Independent auditor | ERNST & YOUNG | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251009103249NAL0006451185001, received 2025-10-09 |
Position = column in the DOL layout for form year 2024. Filing 20251009103249NAL0006451185001, received 2025-10-09.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $1,155,246 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $48,948 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251009103249NAL0006451185001, received 2025-10-09.
CONOCOPHILLIPS CO. DC PLANS MT (EIN 730400345, PN 035): plan interest $690,153,023, 100.0% of the trust. The trust's own filing (20250908113958NAL0032623616001, received 2025-09-08) reports net assets $690,153,023, administrative expenses $605,501, recordkeeping fees not reported, investment management fees $555,501 and 1 Schedule C providers.
| Provider (trust level) | Service codes | Paid by the trust | Allocated to this plan |
|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 18 19 21 25 67 | $50,000 | $50,000 |
Schedule D Part I of the plan's filing; the trust's Schedule H and Schedule C. Allocation = the plan's interest divided by the trust's net assets.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $6,757,532,738 | $6,713,407,074 | -0.7% |
| Participants with a balance | 11,809 | 13,168 | 11.5% |
| Administrative expenses | $1,048,775 | $1,208,363 | 15.2% |
| Recordkeeping fees per participant | $4.70 | $3.72 | -20.9% |
| Employer contributions | $154,814,900 | $152,149,304 | -1.7% |
Prior filing 20241010091446NAL0039598130001, received 2024-10-10; the plan years are contiguous.
Sponsor name as filed: CONOCOPHILLIPS COMPANY; SEC registrant: CONOCOPHILLIPS CO (CIK 78214, matched by EIN).