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Original filing (PDF)20251014130934NAL0005983794001
HF SINCLAIR CORPORATION
Form 5500
FILING_RECEIVED
HF SINCLAIR CORPORATION 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,139
Accounts w/ balance
4,984
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
19 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HF SINCLAIR CORPORATION.
Plan sponsor
Name
HF SINCLAIR CORPORATION
EIN
87-2092143
Address
2323 VICTORY AVE, · #1400 · DALLAS, TX · 75219
Phone
(214) 871-3848
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
THE CJ CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO, INC. | 94-1737782 | — | BROKER/DEALER | $7K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $430K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES, LLC | 94-3250323 | — | INV ADV, PARTICIPANTS | $248K | — |
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
17 direct securities · 19 pooled funds· $1.2B(100% of reported assets)
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.
Common Collective Trust
$558.8M
16 holdings
Uncategorized
$463.6M
17 holdings
Pooled Separate Account
$192.1M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Harbor Capital Appreciation Inst Fund | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $36.1M | 3.1% | |
| HF Sinclair Corporation HF Sinclair Corporation Common Stock | — | — | — | $32.5M | 2.8% | |
| Vanguard Group Equity-Income Adm Fund | — | — | — | $31.7M | 2.7% | |
| PIMCO Funds Total Return Instl Fund | — | — | — | $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 | — | — | — | $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 | — | — | — | $19.8M | 1.7% | |
| Notes receivable from Interest rates from 4.25% to 10.50% | — | — | — | $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 | — | — | — | $12.9M | 1.1% | |
| JP Morgan Funds JPMorgan Mid Cap Growth R6 Fund | — | — | — | $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 | — | — | — | $7.4M | 0.6% | |
| Harbor Small Cap Growth Retirement Fund | — | — | — | $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 | — | — | — | $31K | <0.1% | |
| (E) | — | — | — | $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 | — | — | — | $3K | <0.1% |