Employers › Houston Refining
Recordkeeping fees per participant · Houston Refining LP 401(k) and Savings Plan for Represented Employees · plan year 2024
$44.79
Higher than 32% of the 5,847 plans $50 to 250M that report it.
= $20,243 / 452
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250926151244NAL0011971187001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926151244NAL0011971187001, received 2025-09-26
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-26.
Administrative expenses excluding investment management, per participant
$93.46
Higher than 50% of the 8,758 plans $50 to 250M that report it.
= $42,243 / 452
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250926151244NAL0011971187001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926151244NAL0011971187001, received 2025-09-26
Administrative expenses per participant
$148.55
Higher than 56% of the 9,042 plans $50 to 250M that report it.
= $67,145 / 452
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250926151244NAL0011971187001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926151244NAL0011971187001, received 2025-09-26
Administrative expenses as a share of assets
0.061%
Higher than 24% of the 9,049 plans $50 to 250M that report it.
= $67,145 / $110,123,836
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250926151244NAL0011971187001, received 2025-09-26
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250926151244NAL0011971187001, received 2025-09-26
Employer contributions per participant
$4,113
Higher than 70% of the 9,105 plans $50 to 250M that report it.
= $1,858,979 / 452
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250926151244NAL0011971187001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926151244NAL0011971187001, received 2025-09-26
Employer share of total contributions
27.6%
Higher than 43% of the 9,112 plans $50 to 250M that report it.
= $1,858,979 / $6,731,075
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250926151244NAL0011971187001, received 2025-09-26
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250926151244NAL0011971187001, received 2025-09-26
98.1% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $42,862 ($243.38 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
Plan terms are not published in public filings.
2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 2R participant brokerage window · 3H controlled-group sponsor · 2E profit-sharing · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250926151244NAL0011971187001, received 2025-09-26
| Field | Value | Source |
|---|---|---|
| Plan sponsor | HOUSTON REFINING LP | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250926151244NAL0011971187001, received 2025-09-26 |
| Plan name | HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250926151244NAL0011971187001, received 2025-09-26 |
| Sponsor EIN / plan number | 76-0395303 / 065 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250926151244NAL0011971187001, received 2025-09-26 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250926151244NAL0011971187001, received 2025-09-26 |
| Sponsor location | HOUSTON, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250926151244NAL0011971187001, received 2025-09-26 |
| Industry (business code) | 324110, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250926151244NAL0011971187001, received 2025-09-26 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250926151244NAL0011971187001, received 2025-09-26 |
| Filing received | 2025-09-26 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250926151244NAL0011971187001, received 2025-09-26 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250926151244NAL0011971187001, received 2025-09-26 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250926151244NAL0011971187001, received 2025-09-26 |
| Participants, beginning of year | 497 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250926151244NAL0011971187001, received 2025-09-26 |
| Active participants | 365 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250926151244NAL0011971187001, received 2025-09-26 |
| Participants, end of year | 472 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250926151244NAL0011971187001, received 2025-09-26 |
| Participants with an account balance | 452 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926151244NAL0011971187001, received 2025-09-26 |
| Total assets, beginning of year | $93,837,460 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250926151244NAL0011971187001, received 2025-09-26 |
| Total assets, end of year | $110,123,836 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250926151244NAL0011971187001, received 2025-09-26 |
| Net assets, end of year | $110,123,836 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250926151244NAL0011971187001, received 2025-09-26 |
| Total income | $24,360,744 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250926151244NAL0011971187001, received 2025-09-26 |
| Net income | $16,286,376 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250926151244NAL0011971187001, received 2025-09-26 |
| Employer contributions | $1,858,979 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250926151244NAL0011971187001, received 2025-09-26 |
| Participant contributions | $4,707,953 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250926151244NAL0011971187001, received 2025-09-26 |
| Other contributions (incl. rollovers) | $164,143 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250926151244NAL0011971187001, received 2025-09-26 |
| Total contributions | $6,731,075 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250926151244NAL0011971187001, received 2025-09-26 |
| Benefit payments | $7,988,788 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250926151244NAL0011971187001, received 2025-09-26 |
| Total expenses (incl. benefit payments) | $8,074,368 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250926151244NAL0011971187001, received 2025-09-26 |
| Total administrative expenses | $67,145 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250926151244NAL0011971187001, received 2025-09-26 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250926151244NAL0011971187001, received 2025-09-26 |
| Recordkeeping fees | $20,243 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250926151244NAL0011971187001, received 2025-09-26 |
| IQPA audit fees | $22,000 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250926151244NAL0011971187001, received 2025-09-26 |
| Investment advisory and management fees | $24,902 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250926151244NAL0011971187001, received 2025-09-26 |
| Administrative expenses excluding investment management | $42,243 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250926151244NAL0011971187001, received 2025-09-26 |
| Held in master trusts | $107,984,105 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250926151244NAL0011971187001, received 2025-09-26 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250926151244NAL0011971187001, received 2025-09-26 |
| Held in mutual funds | $0 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250926151244NAL0011971187001, received 2025-09-26 |
| Independent auditor | CROWE LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250926151244NAL0011971187001, received 2025-09-26 |
Position = column in the DOL layout for form year 2024. Filing 20250926151244NAL0011971187001, received 2025-09-26.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS | ACCOUTANT/AUDITOR | 10 Accounting (including auditing) | $22,000 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $21,245 | no |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $20,985 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250926151244NAL0011971187001, received 2025-09-26.
LYONDELL,EQUISTAR,HOUSTON REFIN MT (EIN 043452906, PN 001): plan interest $107,984,105, 3.9% of the trust. The trust's own filing (20250926150056NAL0004064531001, received 2025-09-26) reports net assets $2,783,216,936, administrative expenses $1,104,751, recordkeeping fees $0, investment management fees $1,101,751 and 1 Schedule C providers.
| Provider (trust level) | Service codes | Paid by the trust | Allocated to this plan |
|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | 60 | $0 | $0 |
Schedule D Part I of the plan's filing; the trust's Schedule H and Schedule C. Allocation = the plan's interest divided by the trust's net assets.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $93,837,460 | $110,123,836 | 17.4% |
| Participants with a balance | 468 | 452 | -3.4% |
| Administrative expenses | $75,178 | $67,145 | -10.7% |
| Recordkeeping fees per participant | not reported | $44.79 | |
| Employer contributions | $1,580,040 | $1,858,979 | 17.7% |
Prior filing 20240927151026NAL0002287617001, received 2024-09-27; the plan years are contiguous.
Sponsor name as filed: HOUSTON REFINING LP; SEC registrant: Houston Refining LP (CIK 1374330, matched by EIN).