Plan Snapshot
- Plan Sponsor: Superior Electrical, Mechanical & Plumbing, INC.
- Sponsor EIN: 261517704
- Sponsor Address: 8613 HELMS AVENUE, RANCHO CUCAMONGA, CA, 91730
- Plan Type: 401(k)
- Total Participants: 399
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 399 | $4.2M | $0 | $536,908 |
| 2023 | 436 | $3.6M | $0 | $443,851 |
| 2022 | 405 | $3.2M | $0 | $479,166 |
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 |
|---|---|---|---|---|
| HINTON BURDICK, CPA'S & ADVISORS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $18,692 | $8,578 | $10,114 | — | — |
| 2023 | $2,575 | — | $2,575 | — | — |
| 2022 | $1,500 | — | $1,500 | — | — |