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Original filing (PDF)20251008050446NAL0008885840001
SUPERIOR TRIM HOLDINGS, LTD
Form 5500
FILING_RECEIVED
SUPERIOR TRIM HOLDINGS, LTD 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
~110 bps in Sched C fees
Active participants
396
Accounts w/ balance
128
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
100
Participation health
65
Knocking points off
- 110 bps in Schedule C fees — 112% above peer band of 52 bps.
- Only 32% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUPERIOR TRIM HOLDINGS, LTD.
Plan sponsor
Name
SUPERIOR TRIM HOLDINGS, LTD
EIN
82-0623953
Address
2151 INDUSTRIAL DRIVE · FINDLAY, OH · 45840
Phone
(419) 422-5335
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
2025-10-08
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $35K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT LAKES PENSION SERVICES INC | 34-1343917 | TOLEDO, OH | CONTRACT ADMIN | $3K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $13K | — |
Investments
27 direct securities· $4.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Similar Party Collateral, Par, or Maturity Value Cost** Value Mutual Funds Vanguard 500 Index Fund | — | — | — | $1.0M | 21.9% | |
| Dodge & Cox Income Fund | — | — | — | $640K | 13.8% | |
| Vanguard Target Retirement 2035 | — | — | — | $585K | 12.6% | |
| MFS International Diversification R6 | — | — | — | $387K | 8.3% | |
| Vanguard Small Cap Index Fund | — | — | — | $327K | 7.0% | |
| Unallocated Contracts * Empower Guaranteed Interest Fund | — | — | — | $212K | 4.6% | |
| Blackrock Inflation Protected Bond | — | — | — | $195K | 4.2% | |
| Vanguard Mid Cap Index Fund | — | — | — | $176K | 3.8% | |
| Invesco Developing Markets Fund | — | — | — | $136K | 2.9% | |
| Vanguard Equity Income Admin | — | — | — | $134K | 2.9% | |
| Federated Hermes Total Return Govt. Bond | — | — | — | $127K | 2.7% | |
| Participant Loans * Participants Rates from 4.50% to 9.50% | — | — | — | $112K | 2.4% | |
| T Rowe Price Growth Stock Fund | — | — | — | $95K | 2.0% | |
| Janus Henderson Triton Fund | — | — | — | $78K | 1.7% | |
| Fidelity Contra Fund | — | — | — | $69K | 1.5% | |
| Virtus Cededex Mid Cap Value Equity Fund | — | — | — | $68K | 1.5% | |
| Cohen and Steers Realty Shares | — | — | — | $59K | 1.3% | |
| T Rowe Price Mid Cap Gr Inst | — | — | — | $43K | 0.9% | |
| PIMCO High Yield Fund | — | — | — | $34K | 0.7% | |
| Vanguard Target Retirement 2055 | — | — | — | $31K | 0.7% | |
| American Beacon Small Cap Value A | — | — | — | $29K | 0.6% | |
| Vanguard LifeStrategy Moderate Growth | — | — | — | $28K | 0.6% | |
| Columbia Strategic Income | — | — | — | $27K | 0.6% | |
| Vanguard Target Retirement 2025 | — | — | — | $11K | 0.2% | |
| Vanguard Target Retirement 2040 | — | — | — | $9K | 0.2% | |
| Vanguard Target Retirement 2060 | — | — | — | $9K | 0.2% | |
| Vanguard Target Retirement 2045 | — | — | — | $2K | <0.1% |