Plan Snapshot
- Plan Sponsor: Alon Usa Gp, LLC
- Sponsor EIN: 223879832
- Sponsor Address: 310 SEVEN SPRINGS WAY, BRENTWOOD, TN, 37027
- Plan Type: DB
- Total Participants: 149
- Total Assets: $97.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 149 | $97.5M | $0 | $0 |
| 2023 | 156 | $104.2M | $0 | $0 |
| 2022 | 164 | $102.1M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CARR, RIGGS AND INGRAM LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $158,610 | $36,244 | $30,456 | — | — |
| 2023 | $149,167 | $36,137 | $25,286 | — | — |
| 2022 | $133,535 | $39,390 | $3,449 | — | $10,000 |