Plan Snapshot
- Plan Sponsor: Superior Truck Lines, INC.
- Sponsor EIN: 954191845
- Sponsor Address: P.O. BOX 307, GUSTINE, CA, 95322
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 3
- Total Assets: $774,313
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 | 3 | $774,313 | $0 | $294,034 |
| 2023 | 212 | $4.1M | $295,519 | $397,926 |
| 2022 | 193 | $3.2M | $242,160 | $483,721 |
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 ANNUNITY INSURANCE COMPANY | Recordkeeper | $40,991 | — | $40,991 |
| OSBORNE & ASSOCIATES INC. | Other Service Provider | $21,600 | $3,682 | $25,282 |
| EMPOWER ADVISORY GROUP | Investment Advisor | $13,814 | — | $13,814 |
| MERRILL LYNCH PIERCE FENNER & SMITH | Investment Advisor | $10,349 | — | $10,349 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,436
- Estimated Expense Ratio: 11.680% 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 | $54,129 | — | — | — | — |
| 2023 | $43,002 | — | — | — | — |
| 2022 | $35,950 | — | — | — | $35,950 |