# Superior Ready Mix Concrete LP DC Plan
Source: https://planprovider.pro/companies/superior-ready-mix-concrete-lp-plan

> Superior Ready Mix Concrete LP's DC plan: 642 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [ALDRICH CPAS AND ADVISORS LLP](https://planprovider.pro/provider/aldrich-cpas-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|—|—|—|

## Similar Plans

- [Kti INC.](https://planprovider.pro/companies/kti-inc-401k-plan) — 772 participants

- [Robertson'S Ready Mix, Ltd.](https://planprovider.pro/companies/robertson-s-ready-mix-ltd-401k-plan) — 1,882 participants

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