Employers › Petroleum Heat and Power
Recordkeeping fees per participant · Retirement Savings Plan · plan year 2024
$58.49
Higher than 63% of the 1,697 plans $250M to 1B that report it.
= $197,649 / 3,379
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250828140130NAL0010520241001, received 2025-08-28
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250828140130NAL0010520241001, received 2025-08-28
Percentiles compare this plan with the Schedule H plans $250M to 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 2025-08-28.
Administrative expenses excluding investment management, per participant
$66.32
Higher than 49% of the 2,324 plans $250M to 1B that report it.
= $224,099 / 3,379
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250828140130NAL0010520241001, received 2025-08-28
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250828140130NAL0010520241001, received 2025-08-28
Administrative expenses per participant
$97.29
Higher than 57% of the 2,405 plans $250M to 1B that report it.
= $328,745 / 3,379
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250828140130NAL0010520241001, received 2025-08-28
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250828140130NAL0010520241001, received 2025-08-28
Administrative expenses as a share of assets
0.094%
Higher than 63% of the 2,407 plans $250M to 1B that report it.
= $328,745 / $351,532,191
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250828140130NAL0010520241001, received 2025-08-28
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250828140130NAL0010520241001, received 2025-08-28
Employer contributions per participant
$2,569
Higher than 39% of the 2,457 plans $250M to 1B that report it.
= $8,680,784 / 3,379
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250828140130NAL0010520241001, received 2025-08-28
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250828140130NAL0010520241001, received 2025-08-28
Employer share of total contributions
37.8%
Higher than 71% of the 2,459 plans $250M to 1B that report it.
= $8,680,784 / $22,967,674
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250828140130NAL0010520241001, received 2025-08-28
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250828140130NAL0010520241001, received 2025-08-28
Plan terms are described in Petroleum Heat and Power Co., Inc.'s SEC filings: Form 10-K filed 1998-03-26. No term could be quoted from them with the required precision.
2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2E profit-sharing · 2T default investment (QDIA) · 3H controlled-group sponsor · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250828140130NAL0010520241001, received 2025-08-28
| Field | Value | Source |
|---|---|---|
| Plan sponsor | PETROLEUM HEAT AND POWER CO., INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250828140130NAL0010520241001, received 2025-08-28 |
| Plan name | RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250828140130NAL0010520241001, received 2025-08-28 |
| Sponsor EIN / plan number | 06-1183025 / 010 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250828140130NAL0010520241001, received 2025-08-28 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250828140130NAL0010520241001, received 2025-08-28 |
| Sponsor location | STAMFORD, CT | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250828140130NAL0010520241001, received 2025-08-28 |
| Industry (business code) | 454310, Retail trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250828140130NAL0010520241001, received 2025-08-28 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250828140130NAL0010520241001, received 2025-08-28 |
| Filing received | 2025-08-28 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250828140130NAL0010520241001, received 2025-08-28 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250828140130NAL0010520241001, received 2025-08-28 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250828140130NAL0010520241001, received 2025-08-28 |
| Participants, beginning of year | 3,344 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250828140130NAL0010520241001, received 2025-08-28 |
| Active participants | 2,885 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250828140130NAL0010520241001, received 2025-08-28 |
| Participants, end of year | 3,828 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250828140130NAL0010520241001, received 2025-08-28 |
| Participants with an account balance | 3,379 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250828140130NAL0010520241001, received 2025-08-28 |
| Total assets, beginning of year | $316,045,552 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250828140130NAL0010520241001, received 2025-08-28 |
| Total assets, end of year | $351,532,191 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250828140130NAL0010520241001, received 2025-08-28 |
| Net assets, end of year | $351,532,191 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250828140130NAL0010520241001, received 2025-08-28 |
| Total income | $72,919,382 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250828140130NAL0010520241001, received 2025-08-28 |
| Net income | $35,486,639 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250828140130NAL0010520241001, received 2025-08-28 |
| Employer contributions | $8,680,784 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250828140130NAL0010520241001, received 2025-08-28 |
| Participant contributions | $12,739,554 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250828140130NAL0010520241001, received 2025-08-28 |
| Other contributions (incl. rollovers) | $1,547,336 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250828140130NAL0010520241001, received 2025-08-28 |
| Total contributions | $22,967,674 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250828140130NAL0010520241001, received 2025-08-28 |
| Benefit payments | $36,982,570 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250828140130NAL0010520241001, received 2025-08-28 |
| Total expenses (incl. benefit payments) | $37,432,743 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250828140130NAL0010520241001, received 2025-08-28 |
| Total administrative expenses | $328,745 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250828140130NAL0010520241001, received 2025-08-28 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250828140130NAL0010520241001, received 2025-08-28 |
| Recordkeeping fees | $197,649 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250828140130NAL0010520241001, received 2025-08-28 |
| IQPA audit fees | $26,450 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250828140130NAL0010520241001, received 2025-08-28 |
| Investment advisory and management fees | $104,646 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250828140130NAL0010520241001, received 2025-08-28 |
| Administrative expenses excluding investment management | $224,099 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250828140130NAL0010520241001, received 2025-08-28 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250828140130NAL0010520241001, received 2025-08-28 |
| Held in common/collective trusts | $15,881,338 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250828140130NAL0010520241001, received 2025-08-28 |
| Held in mutual funds | $323,534,127 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250828140130NAL0010520241001, received 2025-08-28 |
| Independent auditor | PKF O'CONNOR DAVIES, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250828140130NAL0010520241001, received 2025-08-28 |
Position = column in the DOL layout for form year 2024. Filing 20250828140130NAL0010520241001, received 2025-08-28.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees | $197,649 | yes |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $104,646 | no |
| PKF O'CONNOR DAVIES, LLP | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $26,450 | no |
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 20250828140130NAL0010520241001, received 2025-08-28.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $316,045,552 | $351,532,191 | 11.2% |
| Participants with a balance | 3,294 | 3,379 | 2.6% |
| Administrative expenses | $347,118 | $328,745 | -5.3% |
| Recordkeeping fees per participant | $64.34 | $58.49 | -9.1% |
| Employer contributions | $8,399,446 | $8,680,784 | 3.3% |
Prior filing 20241001104841NAL0013400130001, received 2024-10-01; the plan years are contiguous.
Sponsor name as filed: PETROLEUM HEAT AND POWER CO., INC.; SEC registrant: PETROLEUM HEAT & POWER CO INC (CIK 736768, matched by EIN).