How big is Superior Graphite Company's plan?

Superior Graphite Company's plan reported $37.1M in assets and 133 participants for 2024.

Original filing (PDF)20251013144733NAL0001455169001

Superior Graphite Company

Name: Superior Graphite Company — Superior Graphite Co., Form 5500 (2024)
Creator: Superior Graphite Company
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Superior Graphite Co. Employee's Savings Plan

401(k) retirement plan · Superior Graphite Company's Superior Graphite Co. Employee's Savings Plan held $37.1M in plan assets for 133 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsHigh average account balance

Active participants

133

Accounts w/ balance

175

Plan assets (EOY)

$37.1M

Net assets (EOY)

$37.1M

People on this filing

David Francis signed Superior Graphite Company's 2024 Form 5500 as plan administrator.

David Francis — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Superior Graphite Company's EIN is 36-1842430.

EIN 36-1842430

Plan number 001

Plan year 2024

ACK ID 20251013144733NAL0001455169001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Superior Graphite Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Superior Graphite Company's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 32K (2% of contributions).
Bottom-decile employer contributions per participant (3rd percentile).

Helping the score

Below-peer total plan cost (90th percentile).
High average account balance (97th percentile).

Plan sponsor

Name

SUPERIOR GRAPHITE COMPANY

EIN

all filings

Address

550 W VAN BUREN ST · SUITE 300 · CHICAGO, IL · 60607

Phone

(312) 559-2999

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

RSM US LLP

Trustee / custodian

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$4K	—

Investments

33 direct securities · 1 pooled fund· $37.9M(100% 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.

Mutual Funds

$32.4M

24 holdings

Other securities

$2.5M

7 holdings

Common Collective Trusts

$2.1M

1 holding

Common Collective Trust

$855K

1 holding

Common Stocks

$107K

1 holding

					% of plan
Fidelity Management Trust Company Fidelity Contrafund—K	Mutual Funds	—	—	$7.8M	21.1%
Fidelity Management Trust Company Fidelity Blue Chip Growth—K	Mutual Funds	—	—	$7.5M	20.1%
Fidelity Management Trust Company Fidelity Freedom 2025—K	Mutual Funds	—	—	$5.0M	13.4%
Fidelity Management Trust Company Fidelity 500 Index Adv	Common Collective Trusts	—	—	$2.1M	5.6%
Fidelity Retirement Government Money Market	Mutual Funds	—	—	$2.0M	5.5%
Fidelity Management Trust Company Fidelity Freedom 2035—K	Mutual Funds	—	—	$1.5M	4.1%
Fidelity Management Trust Company Fidelity Freedom 2030—K	Mutual Funds	—	—	$1.4M	3.8%
Fidelity Management Trust Company Fidelity Low Priced Stock—K	Mutual Funds	—	—	$1.2M	3.1%
Fidelity Management Trust Company Fidelity US Bond Index Adv	Mutual Funds	—	—	$1.1M	3.1%
Fidelity Management Trust Company Fidelity Diversified International—K	Mutual Funds	—	—	$1.1M	2.8%
Managed Income Portfolio II—Class 1	Other securities	—	—	$855K	2.3%
MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	—	—	$855K	2.3%
Fidelity Management Trust Company Fidelity Freedom 2040—K	Mutual Funds	—	—	$839K	2.3%
October 2029	Other securities	—	—	$669K	1.8%
Fidelity Management Trust Company Fidelity Freedom 2020—K	Mutual Funds	—	—	$636K	1.7%
Fidelity Management Trust Company Fidelity Freedom 2045—K	Mutual Funds	—	—	$590K	1.6%
Franklin Templeton Investments Franklin Small Cap Growth Fund Class R6	Mutual Funds	—	—	$493K	1.3%
Fidelity Management Trust Company Fidelity Freedom 2050—K	Mutual Funds	—	—	$401K	1.1%
Fidelity Management Trust Company Fidelity Freedom 2055—K	Mutual Funds	—	—	$371K	1.0%
Principal SmallCap Fund Institutional Class	Other securities	—	—	$305K	0.8%
JP Morgan JPMorgan Equity Income Fund Class R6	Other securities	—	—	$281K	0.8%
Allspring Global Investments WF SPL MID CP VAL IS	Other securities	—	—	$216K	0.6%
Fidelity Management Trust Company Fidelity Freedom 2060—K	Mutual Funds	—	—	$170K	0.5%
Fidelity Management Trust Company Fidelity International Index Adv	Mutual Funds	—	—	$112K	0.3%
Carillon Family of Funds Carillon Eagle Mid Cap Growth Fund Class R6	Other securities	—	—	$109K	0.3%
Baron Capital Group, Inc. Baron Small Cap Inst	Common Stocks	—	—	$107K	0.3%
American Century American Century Inflation-Adjusted Bond IS - R6	Other securities	—	—	$84K	0.2%
Fidelity Management Trust Company Fidelity Freedom 2015—K	Mutual Funds	—	—	$76K	0.2%
Fidelity Management Trust Company Fidelity Extend Market Index Adv	Mutual Funds	—	—	$74K	0.2%
Fidelity Management Trust Company Fidelity Freedom 2065—K	Mutual Funds	—	—	$48K	0.1%
Fidelity Management Trust Company Fidelity Freedom 2010—K	Mutual Funds	—	—	$32K	<0.1%
Fidelity Management Trust Company Fidelity Freedom Income—K	Mutual Funds	—	—	$25K	<0.1%
Fidelity Management Trust Company Fidelity Small Cap Index PR	Mutual Funds	—	—	$19K	<0.1%
Fidelity Management Trust Company Fidelity Freedom 2070—K	Mutual Funds	—	—	$1K	<0.1%