Plan Snapshot
- Plan Sponsor: Superior Bindery, INC.
- Sponsor EIN: 043102466
- Sponsor Address: ONE FEDERAL DRIVE, BRAINTREE, MA, 02184
- Plan Type: 401(k)
- Total Participants: 187
- Total Assets: $9.4M
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 | 187 | $9.4M | $118,359 | $473,421 |
| 2023 | 146 | $8.2M | $116,789 | $467,109 |
| 2022 | 141 | $6.6M | $101,925 | $426,199 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN, & CO LLP | 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 |
|---|---|---|---|---|---|
| 2024 | $762,330 | — | $37,654 | — | — |
| 2023 | $196,353 | — | $35,184 | — | — |
| 2022 | $7,237 | — | — | — | — |