Stephanie Harrison signed Refinery Specialties Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Refinery Specialties Inc.'s EIN is 76-0283111.
Download the official 2022 Form 5500 (PDF) for Refinery Specialties Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Refinery Specialties Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $6K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $11.7M | 86.8% | |
| American United Life Insurance Company TIAA Cref Lifecycle Index 2050 ^ | Mutual Funds | — | — | $2.0M | 14.9% | |
| American United Life Insurance Company TIAA Cref Lifecycle Index 2040 ^ | Mutual Funds | — | — | $1.6M | 11.6% | |
| American United Life Insurance Company TIAA Cref Lifecycle Index 2045 ^ | Mutual Funds | — | — | $1.5M | 11.4% | |
| American United Life Insurance Company TIAA Cref Lifecycle Index 2055 ^ | Mutual Funds | — | — | $1.4M | 10.8% | |
| American United Life Insurance Company Stable Value Account ^ | Stable Value | — | — | $1.1M | 8.5% | |
| American United Life Insurance Company TIAA Cref Lifecycle Index 2025 ^ | Mutual Funds | — | — | $1.1M | 8.2% | |
| American United Life Insurance Company TIAA Cref Lifecycle Index 2035 ^ | Mutual Funds | — | — | $848K | 6.3% | |
| through October 2029 - | Other securities | — | — | $630K | 4.7% | |
| American United Life Insurance Company TIAA Cref Lifecycle Index 2020 ^ | Mutual Funds | — | — | $583K | 4.3% | |
| American United Life Insurance Company TIAA Cref Lifecycle Index 2030 ^ | Mutual Funds | — | — | $529K | 3.9% | |
| American United Life Insurance Company TIAA Cref Lifecycle Index 2060 ^ | Mutual Funds | — | — | $493K | 3.7% | |
| American United Life Insurance Company SSgA Funds S&P 500 Index ^ | Common Collective Trusts | — | — | $320K | 2.4% | |
| American United Life Insurance Company Victory Sycamore Established Value ^ | Common Stocks | — | — | $169K | 1.3% | |
| American United Life Insurance Company TIAA Cref Lifecycle Index 2015 ^ | Mutual Funds | — | — | $151K | 1.1% | |
| American United Life Insurance Company DFA U.S. Targeted Value ^ | Mutual Funds | — | — | $88K | 0.7% | |
| American United Life Insurance Company Prudential Jennison Mid Cap Growth ^ | Common Stocks | — | — | $85K | 0.6% | |
| American United Life Insurance Company TIAA Cref Large Cap Growth Index ^ | Mutual Funds | — | — | $84K | 0.6% | |
| American United Life Insurance Company American Funds Growth Fund of America ^ | Mutual Funds | — | — | $73K | 0.5% | |
| American United Life Insurance Company Northern Funds Small Cap Value ^ | Common Stocks | — | — | $61K | 0.5% | |
| American United Life Insurance Company American Funds Fundamental Investments ^ | Mutual Funds | — | — | $57K | 0.4% | |
| American United Life Insurance Company Janus Henderson Triton ^ | Mutual Funds | — | — | $55K | 0.4% | |
| American United Life Insurance Company Invesco Diversified Dividend ^ | Mutual Funds | — | — | $54K | 0.4% | |
| American United Life Insurance Company TIAA Cref Large Cap Value Index ^ | Mutual Funds | — | — | $47K | 0.4% | |
| American United Life Insurance Company PNC Funds International Equity ^ | Common Stocks | — | — | $47K | 0.3% | |
| American United Life Insurance Company Blackrock Global Allocation ^ | Common Stocks | — | — | $42K | 0.3% | |
| American United Life Insurance Company Columbia Small Cap Index ^ | Common Stocks | — | — | $37K | 0.3% | |
| American United Life Insurance Company Pioneer Select Mid Cap Growth VCT ^ | Common Stocks | — | — | $30K | 0.2% | |
| American United Life Insurance Company Vanguard Insurance Fund Small Company Growth ^ | Mutual Funds | — | — | $29K | 0.2% | |
| American United Life Insurance Company Columbia Mid Cap Index ^ | Common Stocks | — | — | $27K | 0.2% | |
| American United Life Insurance Company TIAA Cref Lifecycle Index 2065 ^ | Mutual Funds | — | — | $25K | 0.2% | |
| PRUDENTIAL PGIM GLOBAL REALESTATE Z MUTUAL FUND SHARES 0 | Other securities | — | — | $21K | 0.2% | |
| American United Life Insurance Company American Funds American Balanced ^ | Mutual Funds | — | — | $17K | 0.1% | |
| American United Life Insurance Company PIMCO Income Admin ^ | Mutual Funds | — | — | $13K | <0.1% | |
| American United Life Insurance Company Columbia Quality Income ^ | Common Stocks | — | — | $10K | <0.1% | |
| American United Life Insurance Company PIMCO Real Return Admin ^ | Mutual Funds | — | — | $9K | <0.1% | |
| American United Life Insurance Company PIMCO Investment Grade Corporate Bond Fund ^ | Mutual Funds | — | — | $8K | <0.1% | |
| DEUTSCHE DWS REAL ESTATE SECS S MUTUAL FUND SHARES 0 | Common Stocks | — | — | $5K | <0.1% | |
| TIAA-CREF BOND INDX R MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $4K | <0.1% | |
| PRUDENTIAL PGIM TOTAL RETURN BOND Z MUTUAL FUND SHARES 0 | Common Stocks | — | — | $2K | <0.1% | |
| TIAA-CREF LIFECYCLE IDX 2010 R MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
