Plan Snapshot
- Plan Sponsor: Superior Battery Manufacturing, INC.
- Sponsor EIN: 611020315
- Sponsor Address: 2515 HWY 910, RUSSELL SPRINGS, KY, 42642
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 137
- Total Assets: $10.0M
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. |
|---|---|---|---|---|
| 2025 | 137 | $10.0M | $0 | $0 |
| 2024 | 125 | $8.3M | $69,705 | $237,653 |
| 2023 | 141 | $7.1M | $75,653 | $257,299 |
| 2022 | 154 | $5.9M | $84,131 | $284,389 |
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 |
|---|---|---|---|---|
| BESTEN & DIERUF, PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $172,024 | — | — | — | — |
| 2024 | $175 | — | — | — | — |
| 2023 | $520 | — | — | — | — |
| 2022 | $355 | — | $355 | — | — |