Matthew LEGG signed PAR Petroleum LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PAR Petroleum LLC's EIN is 46-2908645.
Download the official 2024 Form 5500 (PDF) for PAR Petroleum LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PAR Petroleum LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $281K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $40.0M | 16.1% | |
| PRIN LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $26.3M | 10.6% | |
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $22.3M | 9.0% | |
| PRIN LIFETIME HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $21.9M | 8.8% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $19.3M | 7.8% | |
| AB US Large Cap Growth CIT W Series Class L Collective Investment Trust | Common Collective Trusts | — | — | $15.4M | 6.2% | |
| AB US LG CP GTH CIT W SRS CL L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $15.4M | 6.2% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $15.2M | 6.1% | |
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $12.6M | 5.1% | |
| Vanguard Federal Money Market Investor Fund Mutual Fund | Mutual Funds | — | — | $10.7M | 4.3% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $9.8M | 4.0% | |
| Fidelity Extended Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $9.5M | 3.8% | |
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $9.4M | 3.8% | |
| JP Morgan Equity Income Fund Mutual Fund | Other securities | — | — | $5.4M | 2.2% | |
| With varying maturity dates through September 2040 and interest rates * Notes receivable from participants ranging from 4.25% - 10.50% | Bonds / Notes | — | — | $4.2M | 1.7% | |
| Fidelity US Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $4.2M | 1.7% | |
| Fidelity Total Int Index Fund Mutual Fund | Common Collective Trusts | — | — | $4.0M | 1.6% | |
| American Funds EuroPacific Growth R6 Fund Mutual Fund | Mutual Funds | — | — | $3.8M | 1.5% | |
| JanusHenderson Triton N Fund Mutual Fund | Other securities | — | — | $3.1M | 1.2% | |
| Victory Integrity SmallCap Value R6 Fund Mutual Fund | Other securities | — | — | $2.3M | 0.9% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $2.3M | 0.9% | |
| PGIM Total Retirement Bond R6 Fund Mutual Fund | U.S. Treasuries | — | — | $2.1M | 0.8% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $1.8M | 0.7% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $1.6M | 0.7% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $323K | 0.1% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $283K | 0.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
