Plan Ledger DOL Form 5500 · updated monthly

Super Store Industries401(k)

SUPER STORE INDUSTRIES 401(K) PLAN · LATHROP, CA · plan year 2023

Reported admin expense ratio · 2023
0.08%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Super Store Industries reported $105,834 in plan administrative expenses for 2023: 0.08% of average plan assets, below the peer median. Employer contributions averaged $7,072 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.09% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other manufacturing employers. By assets it is the 746th-largest of 9,483 plans among California employers on file, and the 1,485th of 13,661 in manufacturing. In 2023, the employer put in $1.19 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$141,060,171
Participants with balances913
Active participants657
Employer contributions$4,646,351
Employee contributions$3,919,733
Employer contribution per active participant$7,072
Average account balance$154,502
Benefits paid to participants$12,053,587
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$107.2M · 620 accts · $3.7M emplr
2023$141.1M · 913 accts · $4.6M emplr
2022$124.4M · 963 accts · $4.5M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$26,459
Investment management$79,375
Total administrative$105,834
The Super Store Industries 401(k) match · 2023
Employer contribution per active participant$7,072
Median for plans this size$3,659
2024$12,009 per active participant
2023$7,072 per active participant
2022$6,514 per active participant

Super Store Industries's 2023 employer contribution ran above the $3,659 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20235
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$41,409
MCGRIFF INSURANCE SERVICES INC · Investment management$37,000
PRECEPT ADVISORY GROUP · Investment management$18,500
FORVIS MAZARS, LLP · Accounting / audit$8,925
CHARLES SCHWAB & CO., INC. · Securities brokerage$934

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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Administrative cost history3
2024$150,719 · 0.12%
2023$105,834 · 0.08%
2022$126,661 · 0.09%
Same employer
Similar plansManufacturing · California
Bloom Energy Corporation CA$144.4M · 0.14%
Kia America, Inc. CA$141.6M · 0.25%
Semtech Corporation CA$139.5M · 0.05%
Ushio America, Inc. CA$137.9M · 0.10%
Belkin International, Inc. CA$137.0M · 0.12%
Alps Alpine CA$136.2M

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Source: U.S. Department of Labor, Form 5500 series, EIN 942693940 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.