Brian Zolkos signed American Refining Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American Refining Group, Inc.'s EIN is 22-2318612.
Download the official 2024 Form 5500 (PDF) for American Refining Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Refining Group, Inc.'s plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $72K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 13-2638166 | — | RETAINED BY EMPLOYER | $64K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard LifeStrat Growth Inv N/A | Mutual Funds | — | — | $16.7M | 28.6% | |
| Vanguard LifeStrat Mod Grw N/A | Mutual Funds | — | — | $6.9M | 11.9% | |
| SSGA TARGET RETIREMENT 2035 NL D STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 271 | Common Collective Trust | — | — | $4.1M | 7.0% | |
| Vanguard 500 Index Signal N/A | Common Collective Trusts | — | — | $4.0M | 6.8% | |
| SSGA TARGET RETIREMENT 2045 NL D STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 273 | Common Collective Trust | — | — | $2.8M | 4.7% | |
| SSGA TARGET RETIREMENT 2040 NL D STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 272 | Common Collective Trust | — | — | $2.4M | 4.1% | |
| SSGA TARGET RETIREMENT 2050 NL D STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 274 | Common Collective Trust | — | — | $2.1M | 3.6% | |
| SSGA TARGET RETIREMENT 2030 NL D STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 270 | Common Collective Trust | — | — | $2.1M | 3.6% | |
| Vanguard LifeStrat Cons Gr N/A | Mutual Funds | — | — | $2.0M | 3.4% | |
| SSGA TARGET RETIREMENT 2025 NL D STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 269 | Common Collective Trust | — | — | $1.9M | 3.2% | |
| SSGA TARGET RETIREMENT 2055 NL D STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 423 | Common Collective Trust | — | — | $1.7M | 2.8% | |
| American Balanced Fund R6 N/A | Other securities | — | — | $1.3M | 2.2% | |
| SSGA TARGET RETIREMENT 2060 NL D STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 420 | Common Collective Trust | — | — | $1.2M | 2.1% | |
| with various maturities through 2029 - | Other securities | — | — | $1.1M | 1.9% | |
| MFS MA Inv Growth Stock Fd R3 N/A | Mutual Funds | — | — | $1.1M | 1.8% | |
| Vanguard Mid Cap Index Adm N/A | Mutual Funds | — | — | $975K | 1.7% | |
| American New Perspective R6 N/A | Other securities | — | — | $928K | 1.6% | |
| Putnam Large Cap Value R6 N/A | Mutual Funds | — | — | $883K | 1.5% | |
| Vanguard Small Cap Index Adm N/A | Mutual Funds | — | — | $867K | 1.5% | |
| New York Life Stable Value Fund N/A | Stable Value | — | — | $825K | 1.4% | |
| SSGA TARGET RETIREMENT 2020 NL D STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 268 | Common Collective Trust | — | — | $634K | 1.1% | |
| Vanguard Small Cap Growth Adm N/A | Mutual Funds | — | — | $397K | 0.7% | |
| International Equity HL Intl Equity Portfolio Inst N/A | Other securities | — | — | $349K | 0.6% | |
| Vanguard LifeStrat Inc Inv Sh N/A | Mutual Funds | — | — | $260K | 0.4% | |
| Vanguard Emerging Markets Stock Idx Adm N/A | Common Collective Trusts | — | — | $222K | 0.4% | |
| Franklin Small Cap Value Adv N/A | Mutual Funds | — | — | $152K | 0.3% | |
| SSGA TARGET RETIREMENT INCOME NL D STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 265 | Common Collective Trust | — | — | $135K | 0.2% | |
| PIMCO Real Return Admin N/A | Mutual Funds | — | — | $124K | 0.2% | |
| Federated Inst High Yield Bd N/A | Other securities | — | — | $116K | 0.2% | |
| PIMCO Total Return Fund N/A | Mutual Funds | — | — | $106K | 0.2% | |
| PIMCO International Bond (USD-Hdg) Instl N/A | Mutual Funds | — | — | $58K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
