# United Refining Company Of Pennsylvania DC Plan
Source: https://planprovider.pro/companies/united-refining-company-of-pennsylvania-plan

> United Refining Company Of Pennsylvania's DC plan: 2,471 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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- [American Refining Group, INC.](https://planprovider.pro/companies/american-refining-group-inc-401k-plan) — 325 participants

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