The Retirement Plan For Union Employees Of U.S. Oil & Refining Co.
Sponsored by Par Petroleum Llc · EIN 462908645 · Plan #002
- Total assets
- $21.6M
- Net assets
- $21.6M
- Active participants
- 62
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lockton Investment Advisors, Llc CRD 144133 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lockton Investment Advisors, Llc | Investment advisory (plan) | $41,916 |
| John Hancock Retirement Plan Srvcs | Recordkeeping, Participant loan processing, Float revenue | $0 |