Plan Snapshot
- Plan Sponsor: Trustees Of The Sup Qualified Plans Master Trust
- Sponsor EIN: 943134523
- Sponsor Address: 730 HARRISON STREET, SUITE 415, SAN FRANCISCO, CA, 941071260
- Plan Type: DC
- Total Participants: 1,118
- Total Assets: $43.9M
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 | 1,118 | $43.9M | $2.1M | $0 |
| 2023 | 1,119 | $40.2M | $1.9M | $0 |
| 2022 | 1,113 | $36.1M | $1.9M | $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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $150 | $121,922 | $122,072 |
| SUP WELFARE PLAN, INC. | NONE | $53,854 | — | $53,854 |
| WITHUMSMITH+BROWN, PC | NONE | $15,303 | — | $15,303 |
| CHARLES SCHWAB BANK | NONE | — | $13,458 | $13,458 |
| TRUCKER HUSS, APC | NONE | $6,463 | — | $6,463 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- WITHUMSMITH+BROWN, PC — NONE
- CHARLES SCHWAB BANK — 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: $211,150
- Estimated Expense Ratio: 0.481% 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 | $203,598 | $100,545 | $44,009 | $15,303 | — |
| 2023 | $197,533 | $88,983 | $47,084 | $13,220 | — |
| 2022 | $192,761 | $88,576 | $53,874 | — | $17,186 |