Plan Snapshot
- Plan Sponsor: Superior Plus Energy Services, INC.
- Sponsor EIN: 160736353
- Sponsor Address: 1870 S. WINTON ROAD,, ROCHESTER, NY, 14618
- Plan Type: 401(k)
- Total Participants: 2,509
- Total Assets: $185.8M
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 | 2,509 | $185.8M | $6.0M | $13.6M |
| 2023 | 2,680 | $164.6M | $7.1M | $13.5M |
| 2022 | 2,891 | $138.2M | $7.6M | $11.9M |
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 |
|---|---|---|---|---|
| DEJOY & CO. CPAS, LLP | Auditor | $40,100 | — | $40,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEJOY & CO. CPAS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,100
- Estimated Expense Ratio: 0.022% 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 | $368,609 | $103,286 | — | $40,100 | — |
| 2023 | $371,062 | $91,815 | — | $37,125 | — |
| 2022 | $341,738 | $86,621 | — | — | $34,350 |