Plan Snapshot
- Plan Sponsor: Trustees Of Sup Qualified Plans Master Trust
- Sponsor EIN: 943134523
- Sponsor Address: 730 HARRISON STREET, SUITE 415, SAN FRANCISCO, CA, 941071260
- Plan Type: DC
- Total Participants: 665
- Total Assets: $14.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 665 | $14.7M | $36,222 | $841,180 |
| 2023 | 1,334 | $12.8M | $32,501 | $822,029 |
| 2022 | 674 | $11.1M | $32,717 | $793,992 |
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 |
|---|---|---|---|---|
| SUP WELFARE | NONE | $45,312 | — | $45,312 |
| STANCORP FINANCIAL GROUP | NONE | — | $25,163 | $25,163 |
| WITHUMSMITH+BROWN, PC | NONE | $14,640 | — | $14,640 |
| TRUCKER HUSS, APC | NONE | $12,927 | — | $12,927 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- WITHUMSMITH+BROWN, PC — NONE
- TRUCKER HUSS, APC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,042
- Estimated Expense Ratio: 0.668% 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 | $117,358 | $34,266 | — | $14,546 | — |
| 2023 | $104,174 | $29,532 | — | $13,735 | — |
| 2022 | $94,160 | $29,512 | $30,260 | — | $18,604 |