Plan Ledger DOL Form 5500 · updated monthly

Superheat Fgh Services, Inc.401(k)

SUPERHEAT FGH RETIREMENT READINESS PLAN · NEW LENOX, IL · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Superheat Fgh Services, Inc. reported $33,136 in plan administrative expenses for 2024: 0.43% of average plan assets, below the peer median. Employer contributions averaged $696 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 3 years on file its reported administrative ratio has held roughly steady near 0.43%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Illinois (2,565th of 3,702), and 9,560th of 13,661 in manufacturing. In 2024, employees put in $3.46 for every $1.00 the employer contributed; active participation has grown from 227 to 345 since 2022.

Plan summary
Net assets, end of year$8,249,626
Participants with balances160
Active participants345
Employer contributions$239,956
Employee contributions$831,443
Employer contribution per active participant$696
Average account balance$51,560
Benefits paid to participants$1,208,997
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.2M · 160 accts · $240K emplr
2023$7.3M · 134 accts · $209K emplr
2022$5.9M · 116 accts · $122K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,397
Investment management$14,739
Total administrative$33,136
The Superheat Fgh Services, Inc. 401(k) match · 2024
Employer contribution per active participant$696
Median for plans this size$1,313
2024$696 per active participant
2023$1,034 per active participant
2022$539 per active participant

Superheat Fgh Services, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$18,397
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$14,739

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

Administrative cost history3
2024$33,136 · 0.43%
2023$25,688 · 0.39%
2022$27,056 · 0.42%
Same employer
Similar plansManufacturing · Illinois
Tukaiz, LLC IL$8.4M · 0.31%
Bci Acrylic, Inc. IL$8.3M · 1.21%
Swiss Automation, Inc. IL$8.3M · 0.02%
Durex Industries IL$8.1M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364342391 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.