Retirement plan

SUPREME GROUP, INC. 401(K) PLAN

Name: SUPREME GROUP INC. - SUPREME GROUP, INC. 401(K) PLAN (2023) Form 5500
Creator: SUPREME GROUP INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUPREME GROUP, INC. 401(K) PLAN, SUPREME GROUP INC.

SUPREME GROUP INC.EIN 06-1172013Plan #001PY 2023

216 BOGUE ROAD - HARWINTON, CT 06791860-485-0343supremecopy.comLinkedIn1-10 employeesbusiness supplies and equipment

Other plans on this EIN

1 filing

#002Retirement-$44.9M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$11.4M

+31.1% from 2022

Total participants

187

-2.6% from 2022

Average account balance

$66,481

+20.4% from 2022

Annual return

19.97%

+12.10 pp from 2022

Benchmarks

See 3,254 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort3,254 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$12.81M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$74K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

172

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

94.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.13M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.44%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$320

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
ADP BROKER-DEALER8 years Filed as: PENSION CONSULTANTS, INC. Service code 13 10 WATERSIDE DRIVE · FARMINGTON, CT 06032	Contract Administrator	$26,649
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$15,855
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036	Advisory (Plan)	$13,809

Plan features & details

Pension benefit codes2E2F2G2J2K3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$30K

$217 / participant

Recordkeeping$16K54.3%
Investment mgmt$14K45.7%

% of EOY assets

0.264%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: NICOLA, YESTER & COMPANY
Auditor EIN: 061181787
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$66,481

$76,669-13.3%

$96,520-31.1%

$71,495-7.0%

Participation rate

89.2%

66.6%+22.6pp

74.3%+14.9pp

67.9%+21.3pp

Annual return

19.97%

48.29%-28.3pp

35.72%-15.7pp

28.85%-8.9pp

Employer contribution / active EE

$6,386

$3,031+110.7%

$3,739+70.8%

$2,589+146.6%

Participant deferral / active EE

$5,032

$3,771+33.4%

$4,879+3.1%

$4,291+17.3%

Admin fee / account holder

$176

$2,028-91.3%

$6,733-97.4%

$1,588-88.9%

Provider

Service type

Compensation

ADP BROKER-DEALER8 years

Filed as: PENSION CONSULTANTS, INC.

Service code 13

10 WATERSIDE DRIVE · FARMINGTON, CT 06032

Contract Administrator

$26,649

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER ANNUITY INSURANCE CO

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$15,855

MORGAN STANLEY SMITH BARNEY6 years

Filed as: MORGAN STANLEY

Service code 27

1585 BROADWAY · NEW YORK, NY 10036

Advisory (Plan)

$13,809

SUPREME GROUP, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUPREME GROUP, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion