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Original filing (PDF)20251014093741NAL0003544144001
SUPER STORE INDUSTRIES
Form 5500
FILING_RECEIVED
SUPER STORE INDUSTRIES 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
312
Accounts w/ balance
620
Plan assets (EOY)
$107.2M
Net assets (EOY)
$107.2M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 14 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUPER STORE INDUSTRIES.
Plan sponsor
Name
SUPER STORE INDUSTRIES
EIN
94-2693940
Address
P.O. BOX 549 · 16888 MCKINLEY AVE · LATHROP, CA · 95330
Phone
(209) 858-2010
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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC | 56-1623293 | — | NONE | $74K | — |
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $58K | — |
| PRECEPT ADVISORY GROUP | 56-1623293 | — | NONE | $19K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $961 | — |
Investments
29 direct securities · 1 pooled fund· $107.2M(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
$100.8M
29 holdings
Common Collective Trust
$6.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS LIFETIME 2050 R6 Registered Investment Company | — | — | — | $12.8M | 12.0% | |
| JPMORGAN LARGE CAP GROWTH R6 Registered Investment Company | — | — | — | $11.5M | 10.8% | |
| SCHWAB S&P 500 INDEX FUND Registered Investment Company | — | — | — | $10.3M | 9.6% | |
| PUTNAM LARGE CAP VALUE R6 Registered Investment Company | — | — | — | $6.9M | 6.5% | |
| MFS LIFETIME 2030 R6 Registered Investment Company | — | — | — | $6.5M | 6.0% | |
| WILMGTTR CIT II GALLIARD RET INC FD WILMINGTON TRUST, N.A. · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $6.4M | 5.9% | |
| PCRA Self-Directed Brokerage Account | — | — | — | $5.3M | 5.0% | |
| MFS LIFETIME 2040 R6 Registered Investment Company | — | — | — | $4.2M | 3.9% | |
| DODGE & COX INCOME X Registered Investment Company | — | — | — | $3.6M | 3.4% | |
| VANGUARD TTL BOND MKT IDX ADM Registered Investment Company | — | — | — | $3.1M | 2.9% | |
| VANGUARD TOT INTL STK IDX ADM Registered Investment Company | — | — | — | $3.0M | 2.8% | |
| ARTISAN INTL VALUE INSTL Registered Investment Company | — | — | — | $2.9M | 2.8% | |
| AMERICAN CENTURY INFL ADJ BDR6 Registered Investment Company | — | — | — | $2.8M | 2.7% | |
| HOOD RIVER SMLL CAP GROWTH RET Registered Investment Company | — | — | — | $2.7M | 2.6% | |
| MFS LIFETIME 2035 R6 Registered Investment Company | — | — | — | $2.6M | 2.4% | |
| MFS LIFETIME 2060 R6 Registered Investment Company | — | — | — | $2.5M | 2.3% | |
| MFS LIFETIME 2055 R6 Registered Investment Company | — | — | — | $2.1M | 2.0% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | — | — | — | $2.1M | 1.9% | |
| MFS LIFETIME 2025 R6 Registered Investment Company | — | — | — | $2.0M | 1.9% | |
| VICTORY SYC EST VALUE R6 Registered Investment Company | — | — | — | $2.0M | 1.9% | |
| LAZARD INT QUALITY GR INSTL Registered Investment Company | — | — | — | $1.7M | 1.6% | |
| MFS LIFETIME INCOME FD R6 Registered Investment Company | — | — | — | $1.6M | 1.5% | |
| VANGUARD EXTENDED MKT INDX ADM Registered Investment Company | — | — | — | $1.6M | 1.4% | |
| MFS LIFETIME 2045 R6 Registered Investment Company | — | — | — | $1.5M | 1.4% | |
| T ROWE PRICE DIV GWTH FD I Registered Investment Company | — | — | — | $1.5M | 1.4% | |
| MFS MID CAP GROWTH FUND R6 Registered Investment Company | — | — | — | $1.4M | 1.3% | |
| UNDISCOVERED MGRS BEHAV VAL R6 Registered Investment Company | — | — | — | $966K | 0.9% | |
| DFA US SMALL CAP Registered Investment Company | — | — | — | $736K | 0.7% | |
| MFS LIFETIME 2065 R6 Registered Investment Company | — | — | — | $591K | 0.6% | |
| CASH | — | — | — | $4K | <0.1% |
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