Hf Sinclair Corporation 401(k) Retirement Savings Plan
Sponsored by Hf Sinclair Corporation · EIN 872092143 · Plan #002
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 4,139
- With balances
- 4,984
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Financial Engines Advisors L.L.C. CRD 104510 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $429,534 |
| Edelman Financial Engines, Llc | Investment advisory (participants), Direct payment from the plan | $247,523 |
| Charles Schwab & Co, Inc. | Securities brokerage, Direct payment from the plan, Securities brokerage commissions | $6,811 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |