Plan Snapshot
- Plan Sponsor: Par Petroleum LLC
- Sponsor EIN: 462908645
- Sponsor Address: 825 TOWN AND COUNTRY LN, HOUSTON, TX, 770242235
- Plan Type: 401(k)
- Total Participants: 1,774
- Total Assets: $247.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 1,774 | $247.9M | $14.1M | $16.8M |
| 2023 | 1,873 | $202.9M | $11.1M | $12.9M |
| 2022 | 1,362 | $158.9M | $5.1M | $9.1M |
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 | $280,773 | — | $280,773 |
| CREATIVE PLANNING, INC. | INVESTMENT ADVISORY | — | $126,982 | $126,982 |
| ARMANINO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING, INC. — INVESTMENT ADVISORY
- ARMANINO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $407,755
- Estimated Expense Ratio: 0.164% 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 | $280,774 | — | $280,774 | — | — |
| 2023 | $211,899 | — | $211,899 | — | — |
| 2022 | $197,950 | — | $197,950 | — | — |