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Original filing (PDF)20251014131243NAL0001438275001
HF SINCLAIR CORPORATION
Form 5500
FILING_RECEIVED
HF SINCLAIR CORPORATION LEGACY PUGET SOUND REFINERY 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
275
Accounts w/ balance
302
Plan assets (EOY)
$52.2M
Net assets (EOY)
$52.2M
How this plan invests
This plan
17 pooled trusts
Schedule D
30 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.
Helping the score
- Below-peer total fees (9 bps vs 16 bps peer median).
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) 954-6526
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
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)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $23K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES, LLC | 94-3250323 | — | INV ADV, PARTICIPANTS | $24K | — |
Investments
15 direct securities · 17 pooled funds· $54.6M(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
$23.6M
14 holdings
Uncategorized
$18.6M
15 holdings
Pooled Separate Account
$12.3M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $8.7M | 16.7% | |
| GRTGRAY T.ROWE RET 2040 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $4.0M | 7.7% | |
| GRTGRAY T.ROWE RET 2050 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $3.4M | 6.5% | |
| GRTGRAY T.ROWE RET 2030 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $3.3M | 6.4% | |
| GRTGRAY T.ROWE RET 2035 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $3.1M | 5.9% | |
| Principal Life Insurance Co. Self-Directed Brokerage Account | — | — | — | $3.1M | 5.9% | |
| Vanguard Group Total International Stock Index Instl Fund | — | — | — | $2.9M | 5.6% | |
| Harbor Capital Appreciation Inst Fund | — | — | — | $2.7M | 5.2% | |
| GRTGRAY T.ROWE RET 2055 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $2.4M | 4.6% | |
| Principal Life Insurance Co. Mid Cap S&P 400 Index | — | — | — | $2.4M | 4.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $2.4M | 4.6% | |
| GRTGRAY T.ROWE RET 2045 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $2.4M | 4.5% | |
| Vanguard Group Total Bond Market Index Instl Fund | — | — | — | $2.2M | 4.2% | |
| GRTGRAY T.ROWE RET 2060 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $1.6M | 3.1% | |
| Vanguard Group Equity-Income Adm Fund | — | — | — | $1.4M | 2.7% | |
| GRTGRAY T.ROWE RET 2025 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $1.4M | 2.6% | |
| Notes receivable from Interest rates from 5.25% to 10.50% | — | — | — | $1.3M | 2.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.2M | 2.3% | |
| GRTGRAY T.ROWE RET 2065 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $828K | 1.6% | |
| PIMCO Funds Total Return Instl Fund | — | — | — | $713K | 1.4% | |
| MFS Investment Management International Equity R6 Fund | — | — | — | $593K | 1.1% | |
| MID CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $466K | 0.9% | |
| JOHCM Funds Emerging Markets Opportunities Fund | — | — | — | $429K | 0.8% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $347K | 0.7% | |
| JP Morgan Funds JPMorgan Mid Cap Growth R6 Fund | — | — | — | $329K | 0.6% | |
| Principal Funds Inc. Small Cap R6 Fund | — | — | — | $262K | 0.5% | |
| GRTGRAY T.ROWE RET 2020 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $207K | 0.4% | |
| SMALL CAP VALUE III CL R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $183K | 0.3% | |
| Harbor Small Cap Growth Retirement Fund | — | — | — | $137K | 0.3% | |
| HF Sinclair Corporation HF Sinclair Corporation Common Stock | — | — | — | $110K | 0.2% | |
| 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% | |
| GRTGRAY T.ROWE RET 2005 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289829 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |