Plan Snapshot
- Plan Sponsor: Superior Steel, LLC Dba Superior Steel Fabrication
- Sponsor EIN: 931144811
- Sponsor Address: PO BOX 21906, EUGENE, OR, 97402
- Plan Type: 401(k)
- Total Participants: 109
- Total Assets: $8.0M
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 | 109 | $8.0M | $166,821 | $336,383 |
| 2023 | 109 | $7.4M | $159,581 | $351,093 |
| 2022 | 118 | $7.5M | $399,026 | $421,088 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $8,645 | — | $8,645 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,645
- Estimated Expense Ratio: 0.108% 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 | $72,070 | $16,680 | $18,671 | $8,645 | — |
| 2023 | $86,803 | $16,402 | $20,074 | $14,400 | — |
| 2022 | $81,662 | $17,481 | $19,752 | — | $44,429 |