Plan Snapshot
- Plan Sponsor: Superior Electric Great Lakes Company
- Sponsor EIN: 311330769
- Sponsor Address: 1700 ATLANTIC BLVD, AUBURN HILLS, MI, 48326
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 210
- Total Assets: $40.3M
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 | 210 | $40.3M | $0 | $0 |
| 2024 | 169 | $30.1M | $2.2M | $2.4M |
| 2023 | 165 | $24.2M | $1.9M | $2.0M |
| 2022 | 133 | $18.6M | $1.6M | $1.6M |
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 |
|---|---|---|---|---|
| CAPTRUST | Other Service Provider | $41,445 | — | $41,445 |
| SENTINEL BENEFITS GROUP, LLC | Other Service Provider | $24,566 | — | $24,566 |
| CHARLES SCHWAB TRUST COMPANY | Other Service Provider | $12,988 | — | $12,988 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,999
- Estimated Expense Ratio: 0.196% 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 |
|---|---|---|---|---|---|
| 2025 | $2,676,970 | $41,445 | — | — | — |
| 2024 | $58,311 | $40,633 | — | — | — |
| 2023 | $53,300 | $39,836 | — | — | — |
| 2022 | $56,002 | $44,378 | — | — | $11,624 |