Robert GEER signed Houston Refining LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Houston Refining LP's EIN is 76-0395303.
Download the official 2024 Form 5500 (PDF) for Houston Refining LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Houston Refining LP's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window, profit-sharing.
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 | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $21K | — |
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 | |||||
|---|---|---|---|---|---|---|
| LYONDELL,EQUISTAR,HOUSTON REFIN MT LYONDELLCH,EQUISTARCH, HOUSTON REFIN · EIN 04-3452906 / PN 001 | Master Trust | — | — | $108.0M | 98.1% | |
| PARTICIPANT LOANS Interest rates ranging from 3.25%-8.50% | Bonds / Notes | — | — | $2.1M | 1.9% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS | 13-4008324 | — | ACCOUTANT/AUDITOR | $22K | — |
