American Refining Group Employee Stock Ownership Plan
Sponsored by American Refining Group, Inc. · EIN 222318612 · Plan #002
- Total assets
- $52.9M
- Net assets
- $52.9M
- Active participants
- 302
- With balances
- 436
Plan year beginning 01/01/2024 · Stock bonus
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services, Inc | Investment advisory (plan), Investment management, Investment management fees (direct) | $169,115 |
| Ti Trust Services | Trustee (institutional), Trustee (directed), Investment advisory (plan) | $50,475 |