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Original filing (PDF)20251014050937NAL0004661042001
TRUSTEES OF SUP QUALIFIED PLANS MASTER TRUST
Form 5500
FILING_RECEIVED
SUP 401(K) PLAN
401(k) retirement plan
Signals · 2
1 failed disclosureNo recordkeeper disclosed
Active participants
665
Accounts w/ balance
209
Plan assets (EOY)
$14.7M
Net assets (EOY)
$14.6M
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 (directional)
80
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
65
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 50 bps in Schedule C fees — 71% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Only 31% 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 TRUSTEES OF SUP QUALIFIED PLANS MASTER TRUST.
Plan sponsor
Name
TRUSTEES OF SUP QUALIFIED PLANS MASTER TRUST
EIN
94-3134523
Address
730 HARRISON STREET, SUITE 415 · SAN FRANCISCO, CA · 941071260
Phone
(415) 778-5490
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUP WELFARE | 94-1243666 | — | NONE | $45K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $15K | — |
| TRUCKER HUSS, APC | 94-3216063 | — | NONE | $13K | — |
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $0 | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| MICHAEL LABONTE | TRUSTEE DID NOT PROVIDE INFORMATION REGARDING INDIRECT COMPENSATION, IF ANY. |
Investments
21 direct securities· $14.4M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Standard Insurance Company Stable Value Fund | — | — | — | $1.5M | 10.5% | |
| MFS Large Growth | — | — | — | $1.4M | 9.7% | |
| Columbia Large Cap Index | — | — | — | $1.3M | 8.6% | |
| Dodge & Cox Income Fund | — | — | — | $1.2M | 8.1% | |
| T Rowe Price Retirement 2030 Fund | — | — | — | $1.1M | 7.4% | |
| Putnam Large Cap Value | — | — | — | $1.0M | 7.1% | |
| DFA International Core Equity | — | — | — | $1.0M | 7.0% | |
| T Rowe Price Retirement 2020 Fund | — | — | — | $1.0M | 6.9% | |
| Janus Enterprise Fund | — | — | — | $820K | 5.6% | |
| T Rowe Price New Horizons | — | — | — | $717K | 4.9% | |
| Vanguard Mid Cap Value Index Fund | — | — | — | $669K | 4.6% | |
| T Rowe Price Retirement 2040 Fund | — | — | — | $527K | 3.6% | |
| Cohen & Steers Realty Shares | — | — | — | $386K | 2.6% | |
| T Rowe Price Retirement 2050 Fund | — | — | — | $366K | 2.5% | |
| Vanguard Balanced Index Fund | — | — | — | $329K | 2.2% | |
| T Rowe Price Retirement 2055 Fund | — | — | — | $261K | 1.8% | |
| T Rowe Price Retirement 2010 Fund | — | — | — | $238K | 1.6% | |
| T Rowe Price Retirement Balanced Fund | — | — | — | $227K | 1.5% | |
| PGIM High Yield Fund | — | — | — | $182K | 1.2% | |
| American Funds Century Small Cap Value | — | — | — | $113K | 0.8% | |
| Charles Schwab Cash | — | — | — | $24K | 0.2% |
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