# Superior Metal Products, INC. Dba American Trim Health & Welfare Plan
Source: https://planprovider.pro/companies/superior-metal-products-inc-dba-american-trim-344476715-502

> Superior Metal Products, INC. Dba American Trim's Health & Welfare plan: 624 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Superior Metal Products, INC. Dba American Trim

- **Sponsor EIN:** 344476715

- **Sponsor Address:** 1005 WEST GRAND AVENUE, LIMA, OH, 45801

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 624

- **Total Assets:** $49,496

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|624|$49,496|$3.5M|$1.8M|

| 2023|559|$53,181|$2.7M|$1.8M|

| 2022|523|$53,724|$2.5M|$1.7M|

## 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|

| UMR, INC.|Other Service Provider|$184,577|$1,684|$186,261|

| HORAN ASSOCIATES, INC.|Investment Advisor|$34,031|$2,011|$36,042|

| DELTA DENTAL OF OHIO|Recordkeeper|$15,137|—|$15,137|

| AETNA BEHAVIORAL HEALTH, LLC|Recordkeeper|$8,792|—|$8,792|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $246,232

- **Estimated Expense Ratio:** 497.479% 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|$589,278|—|$246,232|—|—|

| 2023|$472,217|—|$167,051|—|—|

| 2022|$496,697|—|—|—|$496,697|

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