Plan Snapshot
- Plan Sponsor: Superior Extrusion, INC.
- Sponsor EIN: 383304328
- Sponsor Address: 118 AVENUE G, GWINN, MI, 49841
- Plan Type: 401(k)
- Total Participants: 192
- Total Assets: $7.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 192 | $7.7M | $376,043 | $781,776 |
| 2023 | 171 | $6.1M | $304,028 | $641,658 |
| 2022 | 147 | $5.0M | $305,032 | $633,214 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $18,181 | — | $18,181 |
| KERBER ROSE WEALTH MANAGEMENT | Investment Advisor | $16,042 | — | $16,042 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- KERBER ROSE WEALTH MANAGEMENT — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,223
- Estimated Expense Ratio: 0.443% 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 | $34,228 | $16,047 | — | — | — |
| 2023 | $8,203 | $2,746 | — | — | — |
| 2022 | $17,652 | — | $17,652 | — | — |