Retirement plan

SUPERIOR FOOD SERVICE, INC. RETIREMENT PLAN

Name: SUPERIOR FOOD SERVICE, INC. - SUPERIOR FOOD SERVICE, INC. RETIREMENT PLAN (2024) Form 5500
Creator: SUPERIOR FOOD SERVICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUPERIOR FOOD SERVICE, INC. RETIREMENT PLAN, SUPERIOR FOOD SERVICE, INC.

SUPERIOR FOOD SERVICE, INC.EIN 33-0746409Plan #001PY 2024

2413 S. WALKER AVE. - SAN PEDRO, CA 90731310-809-1918superiorservice.netLinkedIn11-50 employeesfacilities services

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$122K

+164.0% from 2023

Total participants

0.0% from 2023

Average account balance

$17,492

+164.0% from 2023

Annual return

10.38%

+10.38 pp from 2023

Benchmarks

See 14,005 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort14,005 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$122K

Not enough data

1 years with asset history on file

Average account balance

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

$17K

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.

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.

87.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$71K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+10.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$17,492

$76,519-77.1%

$56,025-68.8%

$145,897-88.0%

Participation rate

87.5%

63.2%+24.3pp

52.5%+35.0pp

80.3%+7.2pp

Annual return

10.38%

3017.03%-3006.7pp

1712.69%-1702.3pp

552.29%-541.9pp

Employer contribution / active EE

$3,075

$1,383+122.3%

$1,042+195.2%

$4,663-34.1%

Participant deferral / active EE

$5,832

$2,624+122.2%

$1,955+198.4%

$6,689-12.8%

Admin fee / account holder

$3,331-100.0%

$2,828-100.0%

$13,390-100.0%

SUPERIOR FOOD SERVICE, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SUPERIOR FOOD SERVICE, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion