San Joaquin Refining Company, Inc.'s EIN is 95-3341023.
Download the official 2024 Form 5500 (PDF) for San Joaquin Refining Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)San Joaquin Refining Company, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS | 02-0488491 | — | SERVICE PROVIDER | $26K | — |
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QUALIFIED SERVICES INC DBA HICKS PE |
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 | |||||
|---|---|---|---|---|---|---|
| VOYA SEPERATE ACCOUNT(S) VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $28.6M | 78.9% | |
| MFS Growth Fund R6 Pooled separate account | Pooled Separate Accounts | — | — | $6.8M | 18.8% | |
| Voya Fixed Account Guaranteed interest account | Other securities | — | — | $6.7M | 18.4% | |
| American Funds Wash Mutual Inv R6 Pooled separate account | Pooled Separate Accounts | — | — | $3.8M | 10.6% | |
| Vanguard LifeStrat Mod Grwth Fd Inv Pooled separate account ** 16 Vanguard Mid-Cap Index Fund Pooled separate account | Pooled Separate Accounts | — | — | $3.5M | 9.6% | |
| Vanguard 500 Index Fund Adm Pooled separate account | Pooled Separate Accounts | — | — | $2.8M | 7.6% | |
| Voya Gov Money Market Fund A Pooled separate account ** 235 * Voya Intermediate Bond Fund R6 Pooled separate account | Pooled Separate Accounts | — | — | $2.1M | 5.8% | |
| Vanaguard Stk Index Fnd Adm Pooled separate account | Pooled Separate Accounts | — | — | $1.5M | 4.0% | |
| ClrBrg Sm Cp Growth Fnd IS Pooled separate account | Pooled Separate Accounts | — | — | $1.3M | 3.7% | |
| Participant loans Interest rate 4.25%-9.50% -0- | Bonds / Notes | — | — | $996K | 2.7% | |
| DFA Inflat-Prot Securities Port Inst Pooled separate account | Pooled Separate Accounts | — | — | $952K | 2.6% | |
| American Funds Europacific Growth R6 Pooled separate account | Pooled Separate Accounts | — | — | $858K | 2.4% | |
| DFA Emerging Markets Pooled separate account | Pooled Separate Accounts | — | — | $591K | 1.6% | |
| Vanguard Trgt Retire 2045 Fnd Inv Pooled separate account | Pooled Separate Accounts | — | — | $556K | 1.5% | |
| Vanguard Trgt Retire 2050 Fnd Inv Pooled separate account | Pooled Separate Accounts | — | — | $524K | 1.4% | |
| DFA Global Real Estate Sec Port Inst Pooled separate account | Pooled Separate Accounts | — | — | $458K | 1.3% | |
| AB Global Bond Fund Z Pooled separate account | Pooled Separate Accounts | — | — | $409K | 1.1% | |
| DFA U.S. Targeted Value Port Inst Pooled separate account | Pooled Separate Accounts | — | — | $396K | 1.1% | |
| Vanguard Trgt Retire 2030 Fnd Inv Pooled separate account | Pooled Separate Accounts | — | — | $333K | 0.9% | |
| PIMCO Income Fund Inst Pooled separate account | Pooled Separate Accounts | — | — | $243K | 0.7% | |
| Vanguard Trgt Retire 2035 Fnd Inv Pooled separate account | Pooled Separate Accounts | — | — | $220K | 0.6% | |
| Vanguard Trgt Retire 2040 Fnd Inv Pooled separate account | Pooled Separate Accounts | — | — | $198K | 0.5% | |
| Vanguard LifeStrat Growth Fd Inv Pooled separate account ** 17 Vanguard LifeStrat Income Fnd Inv Pooled separate account | Pooled Separate Accounts | — | — | $197K | 0.5% | |
| PIMCO Commodity RI Rtn Strat Pooled separate account | Pooled Separate Accounts | — | — | $183K | 0.5% | |
| Vanguard Trgt Retire Income Fnd Inv Pooled separate account | Pooled Separate Accounts | — | — | $168K | 0.5% | |
| DFA Intl Small Comp Portfolio Pooled separate account | Pooled Separate Accounts | — | — | $159K | 0.4% | |
| Eaton Vance Income Fund Boston Pooled separate account | Pooled Separate Accounts | — | — | $125K | 0.3% | |
| Vanguard Trgt Retire 2055 Fnd Inv Pooled separate account | Pooled Separate Accounts | — | — | $99K | 0.3% | |
| Vanguard Trgt Retire 2020 Fnd Inv Pooled separate account | Pooled Separate Accounts | — | — | $80K | 0.2% | |
| Vanguard Trgt Retire 2060 Fnd Inv Pooled separate account | Pooled Separate Accounts | — | — | $47K | 0.1% | |
| Vanguard Trgt Retire 2065 Fnd Inv Pooled separate account | Pooled Separate Accounts | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| — |
| TPA |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | SERVICE PROVIDER | $0 | — |
