Find an old Houston Refining 401(k)
Houston Refining LP 401(k) and Savings Plan for Represented Employees
Houston Refining LP · Plan 065 · EIN 76-0395303 · Houston, TX
| Plan administrator | Benefits Administrative Committee 2800 Post Oak Blvd, Suite 5100, Houston, TX 77056 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Investments Institutional | 2024 Schedule C ↗ |
| Former employees with balances | 177 separated participants still had money in the plan | Form 5500 ↗ |
Houston Refining LP Retirement Plan for Represented Employees
Houston Refining LP · Plan 061 · EIN 76-0395303 · Houston, TX
| Plan administrator | Benefits Administrative Committee 2800 Post Oak Blvd, Suite 5100, Houston, TX 77056 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Telus Health (Us) Ltd. | Schedule C ↗ |
| Former employees with balances | 170 separated participants still had money in the plan | Form 5500 ↗ |
Houston Refining 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually taxed, plus a 10% penalty if you are under 59½. |
General information, not financial or tax advice. Rules depend on your plan and situation.
How to track down the account
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Houston Refining 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Benefits Administrative Committee, (713) 309-7200. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.
What is the Houston Refining 401(k) phone number?
The plan administrator phone number on the plan year 2025 filing is (713) 309-7200.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Houston Refining and does not hold accounts. Not financial advice. Report a correction