Plan Snapshot
- Plan Sponsor: Superior Enterprises, INC.
- Sponsor EIN: 351700025
- Sponsor Address: 3835-B SUPERIOR RIDGE DRIVE, FORT WAYNE, IN, 468084424
- Plan Type: 401(k)
- Total Participants: 25
- Total Assets: $5.9M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 25 | $5.9M | $321,875 | $54,210 |
| 2023 | 31 | $5.3M | $160,331 | $57,185 |
| 2022 | 24 | $3.7M | $252,849 | $49,130 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | Other Service Provider | — | $10,719 | $10,719 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,719
- Estimated Expense Ratio: 0.183% 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 | $322,131 | — | — | — | — |
| 2023 | $162,532 | — | — | — | — |
| 2022 | $253,006 | — | — | — | — |