Plan Snapshot
- Plan Sponsor: United Refining Company Of Pennsylvania
- Sponsor EIN: 250850960
- Sponsor Address: 15 BRADLEY STREET, P.O. BOX 780, WARREN, PA, 163650780
- Plan Type: DC
- Total Participants: 2,471
- Total Assets: $12.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,471 | $12.3M | $498,331 | $1.3M |
| 2023 | 1,736 | $10.3M | $474,419 | $1.2M |
| 2022 | 1,545 | $8.5M | $425,523 | $1.0M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | RECORDKEEPER | $8,720 | — | $8,720 |
| LVBW, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LVBW, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,720
- Estimated Expense Ratio: 0.071% 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 | $8,720 | — | — | — | — |
| 2023 | $10,651 | — | — | — | — |
| 2022 | $11,909 | — | — | — | — |