# Hf Sinclair Corporation 401(k) Plan
Source: https://planprovider.pro/companies/hf-sinclair-corporation-401k-plan-002

> Hf Sinclair Corporation&#39;s 401(k) plan: 4,139 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hf Sinclair Corporation

- **Sponsor EIN:** 872092143

- **Sponsor Address:** 2323 VICTORY AVE,, DALLAS, TX, 75219

- **Plan Type:** 401(k)

- **Total Participants:** 4,139

- **Total Assets:** $1.2B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|4,139|$1.2B|$65.9M|$56.5M|

| 2023|4,050|$1.0B|$64.6M|$54.0M|

| 2022|4,004|$850.5M|$57.0M|$47.2M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$429,534|$36,897|$466,431|

| EDELMAN FINANCIAL ENGINES, LLC|INV ADV, PARTICIPANTS|$247,523|—|$247,523|

| CHARLES SCHWAB & CO, INC.|BROKER/DEALER|$6,811|—|$6,811|

| THE CJ CPA GROUP, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CHARLES SCHWAB & CO, INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — BROKER/DEALER

- [THE CJ CPA GROUP, PLLC](https://planprovider.pro/provider/the-cj-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $720,765

- **Estimated Expense Ratio:** 0.062% 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|$686,613|$247,523|$439,090|—|—|

| 2023|$589,289|$167,976|$421,313|—|—|

| 2022|$458,434|$68,769|$389,665|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hf-sinclair-corporation-401k-plan-002)

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