Plan Snapshot
- Plan Sponsor: Superior Die Set Corporation
- Sponsor EIN: 390646900
- Sponsor Address: 200 S. EXECUTIVE DR. SUITE 101, BROOKFIELD, WI, 53005
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $7.6M
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 | 5 | $7.6M | $30,252 | $68,358 |
| 2023 | 16 | $11.9M | $118,934 | $401,425 |
| 2022 | 145 | $26.2M | $178,891 | $549,558 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $16,865 | — | $16,865 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,865
- Estimated Expense Ratio: 0.222% 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 | $68,089 | $8,375 | $42,849 | $16,865 | — |
| 2023 | $46,132 | $11,756 | $20,019 | — | — |
| 2022 | $49,237 | $23,825 | $25,412 | — | — |