Plan Snapshot
- Plan Sponsor: Super Store Industries
- Sponsor EIN: 942693940
- Sponsor Address: P.O. BOX 549, LATHROP, CA, 95330
- Plan Type: 401(k)
- Total Participants: 312
- Total Assets: $107.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 312 | $107.2M | $3.7M | $3.0M |
| 2023 | 657 | $141.1M | $4.6M | $3.9M |
| 2022 | 691 | $124.4M | $4.5M | $4.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC | Other Service Provider | $74,000 | — | $74,000 |
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $58,219 | — | $58,219 |
| PRECEPT ADVISORY GROUP | Other Service Provider | $18,500 | — | $18,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $150,719
- Estimated Expense Ratio: 0.141% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $150,719 | $110,494 | — | — | — |
| 2023 | $105,834 | $79,375 | $8,925 | — | — |
| 2022 | $126,661 | $74,000 | — | — | $13,000 |