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Original filing (PDF)20251010130331NAL0018037218001
SUPERIOR LINEN SERVICE, INC.
Form 5500
FILING_RECEIVED
SUPERIOR LINEN SERVICE, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
33% in single holding
Active participants
264
Accounts w/ balance
276
Plan assets (EOY)
$8.9M
Net assets (EOY)
$8.9M
How this plan invests
This plan
7 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
83
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Nuveen Lifecycle Index 2030 R6 Mutual Fund N/A" is 33% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUPERIOR LINEN SERVICE, INC..
Plan sponsor
Name
SUPERIOR LINEN SERVICE, INC.
EIN
73-1225137
Address
6959 E. 12TH STREET · TULSA, OK · 741125605
Phone
(918) 835-3777
Industry
Other Services (ex. Public Admin)see 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO. | 84-0467907 | — | RECORDKEEPER | $23K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $11K | — |
| WEALTH ADVISORY SERVICES LLC | — | JOLIET, IL | INVESTMENT ADVISOR | $9K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPLOYEE BENEFITS GROUP, LLC | 73-1554797 | — | CONTRACT ADMIN | $6K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
Investments
23 direct securities · 7 pooled funds· $8.9M(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.
Uncategorized
$8.5M
23 holdings
Common Collective Trust
$324K
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2030 R6 Mutual Fund N/A | — | — | — | $2.9M | 33.2% | |
| Nuveen Lifecycle Index 2035 R6 Mutual Fund N/A | — | — | — | $1.2M | 13.1% | |
| Nuveen Lifecycle Index 2045 R6 Mutual Fund N/A | — | — | — | $871K | 9.8% | |
| Nuveen Lifecycle Index 2050 R6 Mutual Fund N/A | — | — | — | $557K | 6.3% | |
| Nuveen Lifecycle Index 2040 R6 Mutual Fund N/A | — | — | — | $539K | 6.1% | |
| Notes receivable from participants Maturing 2025 -2029 at interest rates of 4.25% - 9.50% - | — | — | — | $291K | 3.3% | |
| Nuveen Lifecycle Index 2055 R6 Mutual Fund N/A | — | — | — | $286K | 3.2% | |
| Nuveen Lifecycle Index 2025 R6 Mutual Fund N/A | — | — | — | $247K | 2.8% | |
| Fidelity 500 Index Mutual Fund N/A | — | — | — | $227K | 2.6% | |
| Nuveen Lifecycle Index 2065 R6 Mutual Fund N/A | — | — | — | $201K | 2.3% | |
| Nuveen Lifecycle Index 2060 R6 Mutual Fund N/A | — | — | — | $183K | 2.1% | |
| Nuveen Lifecycle Index Retirement Inc Mutual Fund N/A | — | — | — | $159K | 1.8% | |
| American Funds Strategic Bond R6 Mutual Fund N/A | — | — | — | $146K | 1.7% | |
| American Funds New Perspective R6 Mutual Fund N/A | — | — | — | $126K | 1.4% | |
| Ishares MSCI EAFE International Index K Mutual Fund N/A | — | — | — | $122K | 1.4% | |
| American Funds Moderate G/i Portfolio R6 Mutual Fund N/A | — | — | — | $119K | 1.3% | |
| INTERNATIONAL GROWTH FUND II GREAT GRAY · EIN 38-4139842 / PN 000 | Common Collective Trust | — | — | $97K | 1.1% | |
| LRG CAP VALUE FUND GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $93K | 1.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $83K | 0.9% | |
| Fidelity Small Cap Index Mutual Fund N/A | — | — | — | $80K | 0.9% | |
| Fidelity Mid Cap Index Mutual Fund N/A | — | — | — | $78K | 0.9% | |
| Lazard Emerging Markets EQ Advtg Instl Mutual Fund N/A | — | — | — | $70K | 0.8% | |
| Nuveen Lifecycle Index 2020 R6 Mutual Fund N/A | — | — | — | $67K | 0.8% | |
| Franklin Small Cap Value R6 Mutual Fund N/A | — | — | — | $44K | 0.5% | |
| LRG CAP GRWTH FUND III GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $37K | 0.4% | |
| JPMorgan Mid Cap Growth R6 Mutual Fund N/A | — | — | — | $15K | 0.2% | |
| SMALL CAP GRWTH FUND II GREAT GRAY · EIN 38-4126288 / PN 000 | Common Collective Trust | — | — | $13K | 0.1% | |
| Allspring Special Mid Cap Value R6 Mutual Fund N/A | — | — | — | $8K | <0.1% | |
| MID CAP GRWTH FUND GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| LRG CAP GRWTH FUND II GREAT GRAY · EIN 31-4139848 / PN 626 | Common Collective Trust | — | — | $0 | <0.1% |