Robert Clark signed Petroleum Heat and Power Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Petroleum Heat and Power Co., Inc.'s EIN is 06-1183025.
Download the official 2024 Form 5500 (PDF) for Petroleum Heat and Power Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Petroleum Heat and Power Co., Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, profit-sharing, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $198K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $105K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S * Fidelity 500 Index Fund | Mutual Funds | — | $186K | $37.9M | 10.8% | |
| Fidelity Blue Chip Growth K6 | Mutual Funds | — | $981K | $36.1M | 10.3% | |
| Fidelity Growth Company K6 | Mutual Funds | — | $1.1M | $34.4M | 9.8% | |
| Fidelity Freedom 2030 K6 | Mutual Funds | — | $1.8M | $31.4M | 8.9% | |
| Fidelity Freedom 2025 K6 | Mutual Funds | — | $1.5M | $20.1M | 5.7% | |
| Fidelity Freedom 2035 K6 | Mutual Funds | — | $1.1M | $16.5M | 4.7% | |
| * Fidelity Managed Income Portfolio II | Common Collective Trusts | — | $16.9M | $15.9M | 4.5% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $15.9M | 4.5% | |
| Fidelity Freedom 2040 K6 | Mutual Funds | — | $1.3M | $14.9M | 4.2% | |
| Fidelity Puritan Fund K6 | Mutual Funds | — | $869K | $14.1M | 4.0% | |
| Fidelity Freedom 2020 K6 | Mutual Funds | — | $950K | $13.6M | 3.9% | |
| Fidelity Freedom 2045 K6 | Mutual Funds | — | $1.0M | $13.4M | 3.8% | |
| Fidelity Freedom 2050 K6 | Mutual Funds | — | $846K | $11.5M | 3.3% | |
| Vanguard Windsor Admiral Fund | Mutual Funds | — | $134K | $9.5M | 2.7% | |
| PIMCO Total Return Fund | Mutual Funds | — | $1.1M | $9.4M | 2.7% | |
| Fidelity Low Priced Stock K6 | Mutual Funds | — | $587K | $8.6M | 2.4% | |
| Fidelity Freedom 2055 K6 | Mutual Funds | — | $509K | $8.0M | 2.3% | |
| MONEY MARKET FUND SHARES / UNITS * Fidelity Government Money Market | Mutual Funds | — | $7.4M | $7.4M | 2.1% | |
| Fidelity International Index Fund | Common Collective Trusts | — | $146K | $6.9M | 2.0% | |
| Fidelity Diversified International K6 | Mutual Funds | — | $360K | $5.1M | 1.4% | |
| ABF Large Cap Value R6 | Other securities | — | $175K | $4.6M | 1.3% | |
| Fidelity Freedom 2060 K6 | Mutual Funds | — | $258K | $3.7M | 1.1% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | $112K | $3.5M | 1.0% | |
| Northern Small Cap Core | Other securities | — | $137K | $3.5M | 1.0% | |
| Fidelity US Bond Index | Mutual Funds | — | $311K | $3.2M | 0.9% | |
| Fidelity MidCap Stock K6 | Mutual Funds | — | $183K | $2.9M | 0.8% | |
| Loomis Core Plus Bond N | Other securities | — | $235K | $2.7M | 0.8% | |
| Fidelity Freedom 2015 K6 | Mutual Funds | — | $191K | $2.2M | 0.6% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | $19K | $1.8M | 0.5% | |
| Fidelity Freedom Income K6 | Mutual Funds | — | $129K | $1.4M | 0.4% | |
| Fidelity Freedom 2065 K6 | Mutual Funds | — | $92K | $1.2M | 0.3% | |
| Fidelity Freedom 2010 K6 | Mutual Funds | — | $78K | $1.1M | 0.3% | |
| PIMCO Low Duration Inst | Mutual Funds | — | $46K | $429K | 0.1% | |
| Fidelity Freedom 2070 K6 777 | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PKF O'CONNOR DAVIES, LLP | 27-1728945 | — | ACCOUNTANT/AUDITOR | $26K | — |
