Original filing (PDF)20251015192446NAL0002813971001

SUPERIOR STEEL, INC.

Name: SUPERIOR STEEL, INC. — SUPERIOR STEEL, INC. 401(K) AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SUPERIOR STEEL, INC.

Form 5500

FILING_RECEIVED

SUPERIOR STEEL, INC. 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Signals · 2

Late participant contributions~85 bps in Sched C fees

Active participants

212

Accounts w/ balance

214

Plan assets (EOY)

$12.0M

Net assets (EOY)

$12.0M

How this plan invests

This plan

21 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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) — 12K (1% of contributions).
Total administrative cost in the bottom quartile of peers (7th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUPERIOR STEEL, INC..

Plan sponsor

Name

SUPERIOR STEEL, INC.

EIN

62-1034234

Address

5277 NORTH NATIONAL DRIVE · KNOXVILLE, TN · 37914

Phone

(865) 522-0253

Industry

Manufacturingsee all

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

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

Audit & trust (Schedule H)

Auditor

RODEFER MOSS & CO, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORD KEEPER	$27K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$3K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

21 direct securities· $11.3M(94% of reported assets)

Other securities

$11.0M

20 holdings

Common Collective Trusts

$243K

1 holding

					% of plan
Registered Investment Companies Vanguard Target Retirement 2025 Inv	Other securities	—	—	$2.0M	16.5%
Vanguard Target Retirement 2045 Inv Mutual fund, due on demand, variable rate of return @	Other securities	—	—	$1.5M	12.5%
Vanguard Target Retirement 2040 Inv Mutual fund, due on demand, variable rate of return @	Other securities	—	—	$1.3M	10.5%
Vanguard Target Retirement 2035 Inv Mutual fund, due on demand, variable rate of return @	Other securities	—	—	$1.1M	9.3%
Vanguard Target Retirement 2050 Inv Mutual fund, due on demand, variable rate of return @	Other securities	—	—	$857K	7.1%
Vanguard 500 Index Admiral Mutual fund, due on demand, variable rate of return @	Other securities	—	—	$734K	6.1%
Vanguard Target Retirement 2055 Inv Mutual fund, due on demand, variable rate of return @	Other securities	—	—	$643K	5.3%
Vanguard Target Retirement 2030 Inv Mutual fund, due on demand, variable rate of return @	Other securities	—	—	$536K	4.5%
Vanguard Target Retirement 2060 Inv Mutual fund, due on demand, variable rate of return @	Other securities	—	—	$519K	4.3%
Fidelity Mid Cap Index Mutual fund, due on demand, variable rate of return @	Other securities	—	—	$467K	3.9%
Vanguard Growth Index Adm Mutual fund, due on demand, variable rate of return @	Other securities	—	—	$456K	3.8%
Vanguard Target Retirement 2020 Inv Mutual fund, due on demand, variable rate of return @	Other securities	—	—	$455K	3.8%
* Key Guaranteed Portfolio Fund Fixed annuity, due on demand, variable rate of return @	Common Collective Trusts	—	—	$243K	2.0%
Vanguard Interm-Term Bond Index Adm Mutual fund, due on demand, variable rate of return @	Other securities	—	—	$180K	1.5%
Vanguard Total Intl Stock Index Adm Mutual fund, due on demand, variable rate of return @	Other securities	—	—	$127K	1.1%
Vanguard Target Retirement 2065 Inv Mutual fund, due on demand, variable rate of return @	Other securities	—	—	$92K	0.8%
Vanguard Small Cap Index Adm Mutual fund, due on demand, variable rate of return @	Other securities	—	—	$49K	0.4%
Fidelity Inflation Protected Bond Index Mutual fund, due on demand, variable rate of return @	Other securities	—	—	$26K	0.2%
DFA Real Estate Securities I Mutual fund, due on demand, variable rate of return @	Other securities	—	—	$12K	<0.1%
Vanguard Emerging Mkts Stock Idx Adm Mutual fund, due on demand, variable rate of return @	Other securities	—	—	$11K	<0.1%
DFA US Large Cap Value I Mutual fund, due on demand, variable rate of return @	Other securities	—	—	$10K	<0.1%