Plan Snapshot
- Plan Sponsor: Superior Transportation Associates, INC.
- Sponsor EIN: 562516018
- Sponsor Address: 3132 AIRWAY AVENUE, COSTA MESA, CA, 92626
- Plan Type: 401(k)
- Total Participants: 126
- Total Assets: $7.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 126 | $7.0M | $500,555 | $1.1M |
| 2023 | 142 | $5.2M | $461,779 | $924,777 |
| 2022 | 158 | $3.5M | $366,179 | $729,661 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $56,286 | — | — | — | — |
| 2023 | $61,626 | $745 | — | — | — |
| 2022 | $27,004 | — | $27,004 | — | — |