Plan Ledger DOL Form 5500 · updated monthly

Superior Electrical, Mechanical & Plumbing, Inc.401(k)

SUPERIOR EMP 401(K) PLAN · RANCHO CUCAMONGA, CA · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Superior Electrical, Mechanical & Plumbing, Inc. reported $18,692 in plan administrative expenses for 2024: 0.48% of average plan assets, below the peer median. Employer contributions averaged $0 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 0.05% to 0.48%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in California (7,323rd of 9,483), and 4,181st of 5,337 in construction.

Plan summary
Net assets, end of year$4,189,392
Participants with balances120
Active participants399
Employer contributions$0
Employee contributions$536,908
Employer contribution per active participant$0
Average account balance$34,912
Benefits paid to participants$411,067
Plan auditUnmodified (clean) audit opinion
AuditorHINTON BURDICK, CPA'S & ADVISORS
Plan history3
Yearassets · accounts · employer contribution
2024$4.2M · 120 accts
2023$3.6M · 142 accts
2022$3.2M · 154 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,114
Investment management$8,578
Total administrative$18,692
The Superior Electrical, Mechanical & Plumbing, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Superior Electrical, Mechanical & Plumbing, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
PENSIONMARK FINANCIAL GROUP LLC · Investment advisory (plan)$8,270
ASCENSUS LLC · Loan processing · Securities brokerage$6,838
UNITED OF OMAHA · Loan processing$3,275

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$18,692 · 0.48%
2023$2,575 · 0.08%
2022$1,500 · 0.05%
Similar plansConstruction · California
The G.B. Group, Inc. CA$4.3M · 0.81%
Ekc Enterprises, Inc. CA$4.2M · 0.70%
Ampco Contracting, Inc. CA$4.2M · 0.30%
Axis Construction CA$4.2M · 0.17%
Schamber Electric, Inc. CA$4.1M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261517704 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.