Plan Snapshot
- Plan Sponsor: Houston Refining LP
- Sponsor EIN: 760395303
- Sponsor Address: 2800 POST OAK BLVD, HOUSTON, TX, 77056
- Plan Type: 401(k)
- Total Participants: 365
- Total Assets: $110.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 365 | $110.1M | $1.9M | $4.7M |
| 2023 | 392 | $93.8M | $1.6M | $4.2M |
| 2022 | 378 | $82.6M | $1.9M | $4.6M |
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 |
|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS | ACCOUTANT/AUDITOR | $22,000 | — | $22,000 |
| CROWE LLP | Auditor | $22,000 | — | $22,000 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $21,245 | — | $21,245 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $20,985 | — | $20,985 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEWATERHOUSECOOPERS — ACCOUTANT/AUDITOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $86,230
- Estimated Expense Ratio: 0.078% 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 | $67,145 | $24,902 | — | $22,000 | — |
| 2023 | $75,178 | $28,628 | — | $26,000 | — |
| 2022 | $28,163 | $25,686 | — | — | — |