The plan consists of 38 funds. It covers 5 major asset classes and 16 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity, REITs and Emerging Market Equity.
Royal Dutch Shell Plc (Tickers: RDS-A, RDS-B) operates as an oil and gas company worldwide. The company explores for, and extracts crude oil and natural gas. It also converts natural gas to liquids to provide cleaner burning fuels; markets and trades natural gas and power; extracts bitumen from mined oil sands and convert it to synthetic crude oil; and develops wind power to generate electricity. The company owns interests in approximately 35 refineries. It also produces and sells petrochemicals to industrial customers, which has applications in plastics, coatings, and detergents. As of December 31, 2009, the company had approximately 9,000 kilometers of pipeline, approximately 2,500 storage tanks, and approximately 250 distribution facilities. It had fuels retail network of approximately 44,000 service stations under the Shell brand name. Royal Dutch Shell plc also markets its products under the Shell V-Power and Shell FuelSave brand names. Further, the company offers lubricant products to the transport sector customers, such as passenger cars, trucks, and coaches, as well as for the manufacturing, mining, power generation, agriculture, and construction industries. In addition, it sells fuels and specialty products and services to a range of commercial customers; provides fuels, lubricants, and related technical services to the marine industry; provides liquefied petroleum gas and related services to domestic, commercial, and industrial customers; provides transport, industrial, and heating fuels and related services to approximately 200,000 customers; and supplies approximately 11,000 tonnes of bitumen products. The company develops sulphur, a natural by-product of oil and gas processing. These sulphur products include Shell Thiopave, a paving solution; Shell Thiocrete, a fast-setting concrete; and Shell Thiogro to enhance crop yields in sulphur-responsive soils. It has a collaboration agreement with Micropelt GmbH. Royal Dutch Shell plc is headquartered in The Hague, the Netherlands.
Shell 401k Plan provides three types of investment options: Tier I is a list of target date funds. Tier II (called Core Funds) consists of a list of major index funds and Tier III is a list of comprehensive mutual funds (called 'Mutual Fund Window').
This plan is for Shell 401K Tier II Core Funds.Since most of Core Funds are index funds without corresponding fund symbols, we have use their corresponding index funds as proxies.
Refer to Tier III plan here.
Minimum holding periods for all funds in the plan are set to be default 90 days.
