# Houston Refining LP 401(k) Plan
Source: https://planprovider.pro/companies/houston-refining-lp-401k-plan

> Houston Refining LP's 401(k) plan: 365 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — ACCOUTANT/AUDITOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/houston-refining-lp-401k-plan)

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