Jason Roberson signed Delek US Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Delek US Holdings, Inc.'s EIN is 52-2319066.
Download the official 2024 Form 5500 (PDF) for Delek US Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Delek US Holdings, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$184K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $166K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $371.7M | 94.8% | |
| GG BR LIFEPATH 2050 T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $50.9M | 13.0% | |
| GG BR LIFEPATH 2035 T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $47.2M | 12.0% | |
| CB LARGE CAP GR I2 GREAT GRAY TRUST COMPANY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $34.7M | 8.8% | |
| GG BR LIFEPATH INC T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $23.7M | 6.0% | |
| GG BR LIFEPATH 2030 GREAT GRAY TRUST COMPANY · EIN 26-3770302 / PN 153 | Common Collective Trust | — | — | $22.5M | 5.8% | |
| GG BR LIFEPATH 2045 GREAT GRAY TRUST COMPANY · EIN 26-3770058 / PN 150 | Common Collective Trust | — | — | $20.4M | 5.2% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $19.7M | 5.0% | |
| PUTN LARGE CP VAL I2 GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $13.3M | 3.4% | |
| GG INTL STK FUND I2 GREAT GRAY TRUST COMPANY, LLC · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $6.0M | 1.5% | |
| GG BR LIFEPATH 2025 T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
| RAYMOND JAMES | 59-1237041 | — | INVESTMENT ADVISOR | $90K | — |
| NFP RETIREMENT, INC. | 33-0905143 | — | INVESTMENT ADVISOR | $40K | — |
| PRINCIPAL FINANCIAL GROUP | 42-0127290 | — | CONSULTANT | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CRI CPAS AND ADVISORS | 72-1396621 | — | ACCOUNTANT/AUDITOR | $88K | — |
