Plan Snapshot
- Plan Sponsor: Superior Hardwoods Of Ohio, INC.
- Sponsor EIN: 310956867
- Sponsor Address: 134 WELLSTON INDUSTRIAL PARK ROAD, WELLSTON, OH, 45692
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $11.6M
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 | 132 | $11.6M | $144,579 | $522,226 |
| 2023 | 131 | $9.7M | $126,969 | $484,724 |
| 2022 | 135 | $9.3M | $112,719 | $486,716 |
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 |
|---|---|---|---|---|
| REA & ASSOCIATES, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REA & ASSOCIATES, INC. — Auditor
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 | $10,065 | $6,940 | $2,825 | — | — |
| 2023 | $10,469 | $6,194 | $1,950 | — | — |
| 2022 | $8,801 | — | $8,801 | — | — |