Plan Snapshot
- Plan Sponsor: Superior Communications, INC.
- Sponsor EIN: 954316460
- Sponsor Address: 5027 IRWINDALE AVE. STE 900, IRWINDALE, CA, 91706
- Plan Type: 401(k)
- Total Participants: 246
- Total Assets: $33.5M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 246 | $33.5M | $0 | $1.6M |
| 2023 | 229 | $28.8M | $605,833 | $1.6M |
| 2022 | 202 | $24.0M | $615,121 | $1.5M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | INVESTMENT ADVISOR | $59,878 | — | $59,878 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $43,212 | — | $43,212 |
| FARBER HASS HURLEY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — INVESTMENT ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- FARBER HASS HURLEY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $103,090
- Estimated Expense Ratio: 0.307% 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 | $103,090 | — | — | — | — |
| 2023 | $93,514 | $57,137 | — | — | — |
| 2022 | $99,065 | — | — | — | — |