Plan Snapshot
- Plan Sponsor: Superior Electric Great Lakes Company
- Sponsor EIN: 311330769
- Sponsor Address: 1740 E. MAPLE RD, TROY, MI, 48083
- Plan Type: 401(k)
- Total Participants: 169
- Total Assets: $30.1M
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 | 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 | N/A | $40,633 | — | $40,633 |
| SENTINEL BENEFITS GROUP, INC. | N/A | $24,397 | — | $24,397 |
| CHARLES SCHWAB TRUST COMPANY | N/A | $10,534 | — | $10,534 |
| ANDREWS HOOPER PAVLIK PLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CAPTRUST — N/A
- SENTINEL BENEFITS GROUP, INC. — N/A
- CHARLES SCHWAB TRUST COMPANY — N/A
- ANDREWS HOOPER PAVLIK PLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,564
- Estimated Expense Ratio: 0.251% 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 | $58,311 | $40,633 | — | — | — |
| 2023 | $53,300 | $39,836 | — | — | — |
| 2022 | $56,002 | $44,378 | — | — | $11,624 |