Back to filter
Original filing (PDF)20251013075253NAL0000808033001
SUPERIOR PLUS ENERGY SERVICES, INC.
Form 5500
FILING_RECEIVED
SUPERIOR PLUS ENERGY SERVICES, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,509
Accounts w/ balance
3,159
Plan assets (EOY)
$185.8M
Net assets (EOY)
$185.8M
How this plan invests
This plan
18 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 19 bps in Schedule C fees — 93% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUPERIOR PLUS ENERGY SERVICES, INC..
Plan sponsor
Name
SUPERIOR PLUS ENERGY SERVICES, INC.
EIN
16-0736353
Address
1870 S. WINTON ROAD, · SUITE 200 · ROCHESTER, NY · 14618
Phone
(833) 352-0108
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DEJOY & CO. CPAS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $216K | — |
| MORGAN STANLEY GLOBAL BANKING | — | BALTIMORE, MD | NONE | $103K | — |
| DEJOY & CO. CPAS, LLP | — | ROCHESTER, NY | NONE | $40K | — |
Investments
10 direct securities · 18 pooled funds· $184.1M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$166.0M
18 holdings
Uncategorized
$18.1M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $29.7M | 16.0% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $28.1M | 15.1% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $25.4M | 13.7% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $19.8M | 10.7% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $12.4M | 6.7% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $11.6M | 6.2% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $9.9M | 5.3% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $7.1M | 3.8% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $6.6M | 3.5% | |
| Various participants Notes receivable from participants | — | — | — | $5.7M | 3.1% | |
| Schwab S&P 500 Index | — | — | — | $5.3M | 2.8% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $3.9M | 2.1% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $3.5M | 1.9% | |
| WINSLOW LARGE CAP GROWTH CL C NEW YORK LIFE INVESTMENTS COLLECTIVE INVESTMENT TRUST · EIN 84-4914573 / PN 142 | Common Collective Trust | — | — | $2.8M | 1.5% | |
| T. Rowe Price T. Rowe Price Mid Cap Growth | — | — | — | $1.7M | 0.9% | |
| JP Morgan JP Morgan Small Cap Equity | — | — | — | $1.7M | 0.9% | |
| ALLSPRING COR PLS BOND CIT MD1 SEI TRUST COMPANY · EIN 87-7012620 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.8% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.7% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.6% | |
| BlackRock Equity Dividend | — | — | — | $1.0M | 0.6% | |
| Victory Capital Victory Sycamore Est Value | — | — | — | $968K | 0.5% | |
| Great Gray Lord Abbett Short Duration Credit Trust II | — | — | — | $652K | 0.4% | |
| LORD ABB SHT DUR CRD TRII CL R GREAT GRAY TRUST COMPANY, LLC · EIN 82-1116174 / PN 322 | Common Collective Trust | — | — | $652K | 0.4% | |
| American Funds American Funds Europacific Growth | — | — | — | $631K | 0.3% | |
| COLUMBIA OVERSEAS VALUE CL R GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126285 / PN 589 | Common Collective Trust | — | — | $499K | 0.3% | |
| BlackRock Global Allocation | — | — | — | $380K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $311K | 0.2% | |
| T. Rowe Price T. Rowe Price Government Money | — | — | — | $97K | <0.1% |
Related plans
Other plans using T ROWE PRICE RPS INC
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTH 401(K) PLAN
$6.8B · 69,032 participants
TD BANK US HOLDING COMPANY
TD 401(K) RETIREMENT PLAN
$6.0B · 32,012 participants
MANUFACTURERS AND TRADERS TRUST CO.
M & T BANK CORPORATION RETIREMENT SAVINGS PLAN
$5.2B · 22,296 participants
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants
CACI INTERNATIONAL, INC.
THE CACI SMART PLAN
$3.9B · 23,471 participants
Similar-size Retail Trade plans
FERRELL COMPANIES, INC
FERRELL COMPANIES, INC. 401(K) INVESTMENT PLAN
$252.1M · 4,414 participants
BOARD OF TRUSTEES OF LOCAL 553 PENSION FUND
LOCAL 553 PENSION FUND
$253.1M · 307 participants
SUBURBAN PROPANE L.P.
SUBURBAN PROPANE RETIREMENT SAVINGS AND INVESTMENT PLAN
$254.0M · 3,361 participants
EASTERN PROPANE GAS, INC.
EASTERN PROPANE 401(K) PLAN
$77.0M · 474 participants
SUBURBAN PROPANE L.P.
PENSION PLAN FOR ELIGIBLE EMPLOYEES OF SUBURBAN PROPANE L.P. AND SUBSIDIARIES
$51.7M · 159 participants
BOARD OF TRUSTEES OF LOCAL 553 DEFERRED COMPENSATION FUND
LOCAL 553 DEFERRED COMPENSATION FUND
$45.6M · 323 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B