Plan Snapshot
- Plan Sponsor: Superior Trim Holdings, Ltd
- Sponsor EIN: 820623953
- Sponsor Address: 2151 INDUSTRIAL DRIVE, FINDLAY, OH, 45840
- Plan Type: 401(k)
- Total Participants: 396
- Total Assets: $4.6M
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 | 396 | $4.6M | $0 | $409,913 |
| 2023 | 470 | $4.1M | $0 | $430,213 |
| 2022 | 471 | $3.5M | $0 | $377,456 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | RECORDKEEPER | $35,171 | — | $35,171 |
| EMPOWER ADVISORY GROUP LLC | INVESTMENT MGMT | $12,793 | — | $12,793 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,964
- Estimated Expense Ratio: 1.034% 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 | $47,245 | — | $47,245 | — | — |
| 2023 | $40,420 | — | $40,420 | — | — |
| 2022 | $38,490 | — | $38,490 | — | — |