Houston Refining Lp 401(k) And Savings Plan For Represented Employees
Sponsored by Houston Refining Lp · EIN 760395303 · Plan #065
- Total assets
- $110M
- Net assets
- $110M
- Active participants
- 365
- With balances
- 452
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pricewaterhousecoopers | Accounting | $22,000 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $21,245 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $20,985 |