Plan Snapshot
- Plan Sponsor: Superior Ready Mix Concrete LP
- Sponsor EIN: 330324782
- Sponsor Address: 1564 MISSION ROAD, ESCONDIDO, CA, 92029
- Plan Type: DC
- Total Participants: 642
- Total Assets: $92.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 642 | $92.9M | $5.8M | $4.8M |
| 2023 | 662 | $83.2M | $3.2M | $3.8M |
| 2022 | 699 | $69.0M | $2.9M | $3.8M |
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 | $77,354 | — | $77,354 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $34,162 | — | $34,162 |
| ALDRICH CPAS AND ADVISORS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- ALDRICH CPAS AND ADVISORS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $111,516
- Estimated Expense Ratio: 0.120% 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 | $111,516 | $34,162 | — | — | — |
| 2023 | $93,014 | $35,338 | — | — | — |
| 2022 | $94,213 | $30,392 | — | — | — |