Plan Snapshot
- Plan Sponsor: Superior Dairy, INC.
- Sponsor EIN: 340564691
- Sponsor Address: 4719 NAVARRE ROAD SW, CANTON, OH, 44706
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 234
- Total Assets: $10.6M
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 | 234 | $10.6M | $262,695 | $411,209 |
| 2023 | 194 | $10.3M | $197,638 | $355,779 |
| 2022 | 155 | $9.7M | $234,607 | $390,826 |
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 | Investment Advisor | $25,962 | — | $25,962 |
| ADP, INC. | Recordkeeper | $20,291 | — | $20,291 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,253
- Estimated Expense Ratio: 0.436% 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 | $46,254 | $26,032 | — | — | — |
| 2023 | $57,710 | $23,196 | — | — | — |
| 2022 | $54,782 | — | — | — | — |