Retirement plan

PCIA 401(K) PLAN

Name: PETROCHINA INTERNATIONAL (AMERICA), INC. - PCIA 401(K) PLAN (2024) Form 5500
Creator: PETROCHINA INTERNATIONAL (AMERICA), INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PCIA 401(K) PLAN, PETROCHINA INTERNATIONAL (AMERICA), INC.

PETROCHINA INTERNATIONAL (AMERICA), INC.EIN 20-0458363Plan #001PY 2024

2000 WEST SAM HOUSTON PARKWAY SOUTH, SUITE 1300 - HOUSTON, TX 77042832-325-7734petrochinaintl.com.cnLinkedIn51-200 employeesoil & energy

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$19.9M

-0.4% from 2023

Total participants

127

+0.8% from 2023

Average account balance

$157,816

-3.6% from 2023

Annual return

17.84%

-13.35 pp from 2023

Benchmarks

See 9,013 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,013 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$19.88M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$158K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

126

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

98.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.11M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.84%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$495

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
MORGAN STANLEY SMITH BARNEY1 year Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829	Advisory (Participants)	$56,775
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524	Advisory (Plan)	$5,547
FIDELITY INVESTMENTS INSTITUTIONAL1 year Service code 60 · EIN 04-2647786	Sub-TA Fees	$100

Plan features & details

Pension benefit codes2G2J2T3D2E2F

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$62K

$701 / participant

Recordkeeping$1000.2%
Investment mgmt$62K99.8%

% of EOY assets

0.314%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: EEPB
Auditor EIN: -
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$157,816

$101,763+55.1%

$164,866-4.3%

$80,874+95.1%

Participation rate

98.9%

71.8%+27.1pp

78.6%+20.3pp

67.6%+31.2pp

Annual return

17.84%

16.73%+1.1pp

69.97%-52.1pp

35.62%-17.8pp

Employer contribution / active EE

$11,649

$2,954+294.3%

$4,343+168.3%

$2,756+322.7%

Participant deferral / active EE

$12,105

$4,477+170.4%

$6,033+100.7%

$4,297+181.7%

Admin fee / account holder

$495

$8,228-94.0%

$12,689-96.1%

$6,935-92.9%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY1 year

Filed as: MORGAN STANLEY SMITH BARNEY LLC

Service code 26 · EIN 20-8764829

Advisory (Participants)

$56,775

STRATEGIC ADVISORS, INC.1 year

Service code 27 · EIN 04-2654524

Advisory (Plan)

$5,547

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Service code 60 · EIN 04-2647786

Sub-TA Fees

$100

PCIA 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PCIA 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion