Plan Snapshot
- Plan Sponsor: Supreme Group INC.
- Sponsor EIN: 061172013
- Sponsor Address: 216 BOGUE ROAD, HARWINTON, CT, 06791
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $12.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 98 | $12.8M | $448,104 | $685,295 |
| 2023 | 139 | $11.4M | $887,593 | $699,426 |
| 2022 | 152 | $8.7M | $0 | $160,313 |
| 2020 | 128 | $6.9M | $0 | $0 |
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 INSURANCE COMPANY | Recordkeeper | $25,727 | — | $25,727 |
| MORGAN STANLEY | Investment Advisor | $16,191 | — | $16,191 |
| RBC CAPITAL MARKETS LLC | Investment Advisor | $12,179 | — | $12,179 |
| PENSION CONSULTANTS, INC. | Recordkeeper | $795 | $5,850 | $6,645 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,742
- Estimated Expense Ratio: 0.474% 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 | $55,018 | — | — | — | — |
| 2023 | $30,202 | $13,809 | — | — | — |
| 2022 | $16,383 | $7,817 | $7,084 | — | $1,482 |
| 2020 | $45,223 | $25,141 | $16,940 | — | $3,142 |