Plan Snapshot
- Plan Sponsor: Superheat Fgh Services, INC.
- Sponsor EIN: 364342391
- Sponsor Address: 313 GARNET DR, NEW LENOX, IL, 60451
- Plan Type: 401(k)
- Total Participants: 345
- Total Assets: $8.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 345 | $8.2M | $239,956 | $831,443 |
| 2023 | 202 | $7.3M | $208,954 | $724,875 |
| 2022 | 227 | $5.9M | $122,464 | $650,146 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $18,397 | — | $18,397 |
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $14,739 | — | $14,739 |
| CHERRY BEKAERT, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,136
- Estimated Expense Ratio: 0.402% 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 | $33,136 | $14,739 | — | — | — |
| 2023 | $25,688 | $12,254 | — | — | — |
| 2022 | $27,056 | — | — | — | — |