AUMdb

United Refining Company Incentive Savings Plan For Salaried Employees

Sponsored by United Refining Company · EIN 251411751 · Plan #004

Total assets
$90.6M
Net assets
$90.6M
Active participants
503
With balances
527

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Willis Towers Watson Delaware Inc. Consulting fees $21,137
Willis Towers Watson Us Llc Consulting fees $18,332
Lvbw, Llp Consulting fees $16,800
Merrill Lynch, Pierce, Fenner And S Recordkeeping, Investment management fees (indirect), Shareholder servicing fees $2,841