Plan Snapshot
- Plan Sponsor: American Refining Group, INC.
- Sponsor EIN: 222318612
- Sponsor Address: 55 ALPHA DRIVE WEST, PITTSBURGH, PA, 15238
- Plan Type: DC
- Total Participants: 302
- Total Assets: $52.9M
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 | 302 | $52.9M | $1.1M | $0 |
| 2023 | 296 | $48.7M | $1.1M | $0 |
| 2022 | 292 | $40.8M | $1.1M | $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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC | Investment Advisor | $169,115 | — | $169,115 |
| TI TRUST SERVICES | Custodian / Trustee | $50,475 | — | $50,475 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES, INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $219,590
- Estimated Expense Ratio: 0.415% of plan assets
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 | $223,897 | — | — | — | — |
| 2023 | $199,860 | — | $2,275 | — | — |
| 2022 | $134,287 | — | $2,100 | — | $132,187 |