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Original filing (PDF)20251007053250NAL0002260403001
ASAHI REFINING USA, INC.
Form 5500
FILING_RECEIVED
ASAHI SAVINGS PLAN
401(k) retirement plan
Active participants
152
Accounts w/ balance
183
Plan assets (EOY)
$16.2M
Net assets (EOY)
$16.2M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASAHI REFINING USA, INC..
Plan sponsor
Name
ASAHI REFINING USA, INC.
EIN
46-1758691
Address
4601 WEST 2100 SOUTH · SALT LAKE CITY, UT · 84120
Phone
(801) 924-6093
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $33K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. | 43-1451524 | — | CONSULTANT | $26K | — |
Investments
29 direct securities · 1 pooled fund· $15.6M(96% of reported assets)
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.
Registered Investment Companies
$15.5M
29 holdings
Common Collective Trust
$143K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $3.1M | 19.1% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $2.4M | 15.1% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $2.2M | 13.5% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $1.5M | 9.1% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $1.1M | 6.9% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $939K | 5.8% | |
| FID 500 IND | Registered Investment Companies | — | — | $912K | 5.6% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $656K | 4.1% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $458K | 2.8% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $294K | 1.8% | |
| T ROWE PRICE MID CAP GROWTH I | Registered Investment Companies | — | — | $247K | 1.5% | |
| T ROWE PRICE SC STK I | Registered Investment Companies | — | — | $212K | 1.3% | |
| TRP CAP APPRECIATION I | Registered Investment Companies | — | — | $210K | 1.3% | |
| FID US BOND IND | Registered Investment Companies | — | — | $155K | 1.0% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $155K | 1.0% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $150K | 0.9% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $143K | 0.9% | |
| JANUS HEND MULTI SECTOR INC N | Registered Investment Companies | — | — | $129K | 0.8% | |
| T. ROWE PRICE HEALTH SCI I | Registered Investment Companies | — | — | $127K | 0.8% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $114K | 0.7% | |
| TRP RETIREMENT BALANCED I | Registered Investment Companies | — | — | $83K | 0.5% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $76K | 0.5% | |
| VICTORY SMALL CO OPP R6 | Registered Investment Companies | — | — | $60K | 0.4% | |
| T ROWE PRICE BALANCED FUND I | Registered Investment Companies | — | — | $42K | 0.3% | |
| BLACKROCK LIFEPATH 2065 K | Registered Investment Companies | — | — | $39K | 0.2% | |
| T ROWE PRICE VALUE FUND I | Registered Investment Companies | — | — | $38K | 0.2% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $30K | 0.2% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $25K | 0.2% | |
| JPM EMERGING MARKETS EQUITY R6 | Registered Investment Companies | — | — | $14K | <0.1% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $5K | <0.1% |
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