Zachariah Basich signed HF Sinclair Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HF Sinclair Corporation's EIN is 87-2092143.
Download the official 2024 Form 5500 (PDF) for HF Sinclair Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HF Sinclair Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, an ESOP, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $430K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO, INC. | 94-1737782 | — | BROKER/DEALER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES, LLC | 94-3250323 | — | INV ADV, PARTICIPANTS | $248K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Harbor Capital Appreciation Inst Fund | Other securities | — | — | $142.4M | 12.2% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $121.2M | 10.4% | |
| GRTGRAY T.ROWE RET 2040 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $85.0M | 7.3% | |
| GRTGRAY T.ROWE RET 2050 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $78.2M | 6.7% | |
| GRTGRAY T.ROWE RET 2030 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $66.8M | 5.7% | |
| GRTGRAY T.ROWE RET 2045 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $66.0M | 5.6% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $59.1M | 5.1% | |
| GRTGRAY T.ROWE RET 2035 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $55.1M | 4.7% | |
| Principal Life Insurance Co. Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $52.5M | 4.5% | |
| GRTGRAY T.ROWE RET 2055 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $47.7M | 4.1% | |
| Principal Life Insurance Co. Mid Cap S&P 400 Index | Common Stocks | — | — | $45.3M | 3.9% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $45.3M | 3.9% | |
| Vanguard Group Total International Stock Index Fund | Common Collective Trusts | — | — | $36.1M | 3.1% | |
| HF Sinclair Corporation HF Sinclair Corporation Common Stock | Common Stocks | — | — | $32.5M | 2.8% | |
| Vanguard Group Equity-Income Adm Fund | Mutual Funds | — | — | $31.7M | 2.7% | |
| PIMCO Funds Total Return Instl Fund | Mutual Funds | — | — | $28.7M | 2.5% | |
| GRTGRAY T.ROWE RET 2025 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $26.2M | 2.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $25.6M | 2.2% | |
| Vanguard Group Total Bond Market Index Instl Fund | Mutual Funds | — | — | $22.8M | 2.0% | |
| GRTGRAY T.ROWE RET 2060 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $22.4M | 1.9% | |
| MID CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $22.0M | 1.9% | |
| MFS Investment Management International Equity R6 Fund | Mutual Funds | — | — | $19.8M | 1.7% | |
| Notes receivable from Interest rates from 4.25% to 10.50% | Bonds / Notes | — | — | $18.5M | 1.6% | |
| GRTGRAY T.ROWE RET 2020 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $14.8M | 1.3% | |
| Principal Funds Inc. Small Cap R6 Fund | Common Stocks | — | — | $12.9M | 1.1% | |
| JP Morgan Funds JPMorgan Mid Cap Growth R6 Fund | Other securities | — | — | $9.2M | 0.8% | |
| GRTGRAY T.ROWE RET 2065 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $7.9M | 0.7% | |
| JOHCM Funds Emerging Markets Opportunities Fund | Other securities | — | — | $7.4M | 0.6% | |
| Harbor Small Cap Growth Retirement Fund | Other securities | — | — | $3.8M | 0.3% | |
| GRTGRAY T.ROWE RET 2015 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289831 / PN 001 | Common Collective Trust | — | — | $2.5M | 0.2% | |
| SMALL CAP VALUE III CL R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $2.2M | 0.2% | |
| GRTGRAY T.ROWE RET 2010 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289830 / PN 001 | Common Collective Trust | — | — | $2.2M | 0.2% | |
| GRTGRAY T.ROWE RET 2005 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289829 / PN 001 | Common Collective Trust | — | — | $721K | <0.1% | |
| BP PLC BP Amoco PLC | Common Stocks | — | — | $31K | <0.1% | |
| (E) | Other securities | — | — | $31K | <0.1% | |
| Charter Guarantee & Trust Company (d/b/a Principal Trust Company), as permitted by 29 CFR 2520.103-5(c) of the Department of Labor's Rules and Regulation for | Common Stocks | — | — | $3K | <0.1% |
