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Original filing (PDF)20251014114013NAL0002783937001
SUPERIOR MACHINING & FABRICATION, INC.
Form 5500
FILING_RECEIVED
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SUPERIOR MACHINING & FABRICATION, INC.
401(k) retirement plan
Active participants
118
Accounts w/ balance
187
Plan assets (EOY)
$12.3M
Net assets (EOY)
$12.3M
How this plan invests
This plan
1 pooled trust
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUPERIOR MACHINING & FABRICATION, INC..
Plan sponsor
Name
SUPERIOR MACHINING & FABRICATION, INC.
EIN
75-2637021
Address
PO BOX 66 · MUENSTER, TX · 762520066
Phone
(940) 759-5066
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
2025-10-14
Pension benefit codes
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FREEMON, SHAPARD & STORY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | RECORD KEEPER | $2K | — |
Investments
38 direct securities · 1 pooled fund· $23.9M(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
$12.3M
38 holdings
Pooled Separate Account
$11.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $11.6M | 94.7% | |
| Mutual of America Life Insurance Company Clear Passage 2050 | — | — | — | $1.7M | 14.0% | |
| Mutual of America Life Insurance Company Clear Passage 2035 | — | — | — | $1.6M | 12.9% | |
| Mutual of America Life Insurance Company Clear Passage 2030 | — | — | — | $1.2M | 10.1% | |
| Mutual of America Life Insurance Company Clear Passage 2065 | — | — | — | $946K | 7.7% | |
| Mutual of America Life Insurance Company Clear Passage 2045 | — | — | — | $834K | 6.8% | |
| Mutual of America Life Insurance Company Equity Index Fund | — | — | — | $708K | 5.8% | |
| Mutual of America Life Insurance Company Clear Passage 2040 | — | — | — | $640K | 5.2% | |
| Mutual of America Life Insurance Company Interest Accumulation Account | — | — | — | $629K | 5.1% | |
| Mutual of America Life Insurance Company Clear Passage 2020 | — | — | — | $578K | 4.7% | |
| T. Rowe Price Blue Chip Growth Portfolio | — | — | — | $518K | 4.2% | |
| Mutual of America Life Insurance Company Clear Passage 2025 | — | — | — | $466K | 3.8% | |
| Mutual of America Life Insurance Company Mid-Cap Equity Index Fund | — | — | — | $463K | 3.8% | |
| Mutual of America Life Insurance Company All America Fund | — | — | — | $229K | 1.9% | |
| Mutual of America Life Insurance Company Clear Passage 2015 | — | — | — | $209K | 1.7% | |
| Mutual of America Life Insurance Company Clear Passage 2055 | — | — | — | $184K | 1.5% | |
| Mutual of America Life Insurance Company Core Bond Fund | — | — | — | $164K | 1.3% | |
| Mutual of America Life Insurance Company Clear Passage 2060 | — | — | — | $151K | 1.2% | |
| Mutual of America Life Insurance Company Retirement Income Fund | — | — | — | $137K | 1.1% | |
| Fidelity VIP Mid Cap Value Fund | — | — | — | $109K | 0.9% | |
| Mutual of America Life Insurance Company Aggressive Allocation Fund | — | — | — | $95K | 0.8% | |
| Pimco VIT Real Return Portfolio | — | — | — | $85K | 0.7% | |
| Vanguard VIF International | — | — | — | $80K | 0.7% | |
| Mutual of America Life Insurance Company Small Cap Value Fund | — | — | — | $74K | 0.6% | |
| Fidelity VIP Asset Manager | — | — | — | $68K | 0.6% | |
| Fidelity VIP Contrafund | — | — | — | $64K | 0.5% | |
| Mutual of America Life Insurance Company Small Cap Growth Fund | — | — | — | $52K | 0.4% | |
| Fidelity VIP Equity Income | — | — | — | $51K | 0.4% | |
| Mutual of America Life Insurance Company Conservative Allocation Fund | — | — | — | $39K | 0.3% | |
| Vanguard VIF REIT Index Portfolio | — | — | — | $33K | 0.3% | |
| Mutual of America Life Insurance Company Intermediate Bond Fund | — | — | — | $27K | 0.2% | |
| American Funds Insurance Series New World Fund | — | — | — | $25K | 0.2% | |
| DWS Capital Growth VIP Fund | — | — | — | $13K | 0.1% | |
| American Century Investments VP Capital Appreciation Fund | — | — | — | $12K | <0.1% | |
| Mutual of America Life Insurance Company Mid Cap Value Fund | — | — | — | $11K | <0.1% | |
| Vanguard VIF Total Bond Index Portfolio | — | — | — | $10K | <0.1% | |
| Mutual of America Life Insurance Company Small Cap Equity Index Fund | — | — | — | $8K | <0.1% | |
| Mutual of America Life Insurance Company International Fund | — | — | — | $5K | <0.1% | |
| Mutual of America Life Insurance Company Moderate Allocation Fund | — | — | — | $1K | <0.1% |
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