Steven R. Smyth signed United Refining Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
United Refining Company's EIN is 25-1411751.
Download the official 2024 Form 5500 (PDF) for United Refining Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)United Refining Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON DELAWARE INC. | — | CHICAGO, IL | CONSULTANT | $21K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | CONSULTANT | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LVBW, LLP | 22-3736025 | — | ACCOUNTANT | $17K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Global Allocation Fund | Other securities | — | — | $10.0M | 11.0% | |
| S&P 500 Index Fund | Common Collective Trusts | — | — | $9.3M | 10.2% | |
| JP Morgan Large Cap Growth Fund | Other securities | — | — | $7.8M | 8.6% | |
| Thornburg Limited Term Income Fund | Other securities | — | — | $7.3M | 8.0% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $7.2M | 8.0% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $7.1M | 7.8% | |
| Growth Fund of America | Other securities | — | — | $5.1M | 5.6% | |
| Invesco Comstock Fund | Mutual Funds | — | — | $4.8M | 5.3% | |
| MFS TOTAL RETURN BOND FD A MUTUAL FUNDS | Mutual Funds | — | $4.8M | $4.7M | 5.2% | |
| American Funds Balanced Fund | Mutual Funds | — | — | $3.9M | 4.3% | |
| Mid Cap Index Service Fund | Other securities | — | — | $3.6M | 3.9% | |
| Self-Directed Brokerage Accounts Self-Directed Brokerage Accounts - various units | Self-Directed Brokerage | — | — | $2.7M | 3.0% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $2.3M | 2.5% | |
| BLACKROCK EQ DIVIDEND A MUTUAL FUNDS | Other securities | — | $2.2M | $2.1M | 2.3% | |
| Federated Funds MDT Small Cap Growth Fund | Other securities | — | — | $1.8M | 2.0% | |
| Target 2050 Retirement Fund | Other securities | — | — | $1.6M | 1.7% | |
| Target 2030 Retirement Fund | Other securities | — | — | $1.5M | 1.7% | |
| Franklin Templeton Investments Small Cap Value Fund | Mutual Funds | — | — | $1.5M | 1.6% | |
| Fidelity Investments Advisor Strategic Income Fund | Mutual Funds | — | — | $1.4M | 1.5% | |
| Target 2045 Retirement Fund | Other securities | — | — | $935K | 1.0% | |
| Target 2040 Retirement Fund | Other securities | — | — | $623K | 0.7% | |
| Macquire Mid Cap Growth Fund | Other securities | — | — | $617K | 0.7% | |
| Target 2060 Retirement Fund | Other securities | — | — | $445K | 0.5% | |
| Target 2055 Retirement Fund | Other securities | — | — | $356K | 0.4% | |
| Target 2035 Retirement Fund | Other securities | — | — | $310K | 0.3% | |
| Target 2065 Retirement Fund | Other securities | — | — | $50K | <0.1% | |
| Target 2020 Retirement Fund | Other securities | — | — | $45K | <0.1% | |
| Target 2025 Retirement Fund | Other securities | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
