Plan Snapshot
- Plan Sponsor: Super Vacuum Manufacturing Co
- Sponsor EIN: 840438244
- Sponsor Address: 3842 REDMAN DRIVE, FORT COLLINS, CO, 805249235
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 192
- Total Assets: $10.9M
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. |
|---|---|---|---|---|
| 2025 | 192 | $10.9M | $0 | $0 |
| 2024 | 150 | $9.6M | $295,887 | $475,505 |
| 2023 | 138 | $8.6M | $267,046 | $431,606 |
| 2022 | 135 | $7.5M | $243,148 | $401,068 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $57,949 | — | $57,949 |
| KOVITZ INVESTMENT GROUP PARTNERS, L | Investment Advisor | — | $12,295 | $12,295 |
| INSTITUTIONAL AND FAMILY ASSET MGMT | Investment Advisor | — | $12,000 | $12,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,244
- Estimated Expense Ratio: 0.756% 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 |
|---|---|---|---|---|---|
| 2025 | $955,192 | — | $57,950 | — | — |
| 2024 | $52,250 | — | $52,250 | — | — |
| 2023 | $42,600 | — | $42,600 | — | — |
| 2022 | $42,756 | — | $42,756 | — | — |