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Original filing (PDF)20250828165303NAL0005696595001
SUPERIOR COMMUNICATIONS, INC.
Form 5500
FILING_RECEIVED
SUPERIOR COMMUNICATIONS, INC. 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
246
Accounts w/ balance
211
Plan assets (EOY)
$33.5M
Net assets (EOY)
$33.5M
How this plan invests
This plan
5 pooled trusts
Schedule D
32 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUPERIOR COMMUNICATIONS, INC..
Plan sponsor
Name
SUPERIOR COMMUNICATIONS, INC.
EIN
95-4316460
Address
5027 IRWINDALE AVE. STE 900 · IRWINDALE, CA · 91706
Phone
(626) 856-6020
Industry
Wholesale Tradesee 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
2025-08-28
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FARBER HASS HURLEY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $43K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $60K | — |
Investments
28 direct securities · 5 pooled funds· $34.3M(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
$29.5M
27 holdings
Common Collective Trust
$4.5M
5 holdings
Mutual Funds
$194K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Mgmt Trust Co. Vanguard Information Technology Idx Adm | — | — | — | $4.5M | 13.5% | |
| Fidelity Mgmt Trust Co. BlackRock Lifepath Index 2055 Portfolio Class K | — | — | — | $3.8M | 11.3% | |
| Fidelity Mgmt Trust Co. JPMorgan Large Cap Growth Fund R6 | — | — | — | $3.7M | 11.0% | |
| Fidelity Mgmt Trust Co. Fidelity 500 Index Fund | — | — | — | $3.3M | 10.0% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $2.6M | 7.7% | |
| Fidelity Mgmt Trust Co. BlackRock Lifepath Index 2030 Portfolio Class K | — | — | — | $2.5M | 7.4% | |
| Fidelity Mgmt Trust Co. Vanguard Growth Index Fund Adm. Shares | — | — | — | $2.2M | 6.5% | |
| Fidelity Mgmt Trust Co. BlackRock Lifepath Index 2045 Portfolio Class K | — | — | — | $1.2M | 3.7% | |
| Fidelity Mgmt Trust Co. American Funds Americal Mutual Fund R6 | — | — | — | $1.0M | 3.1% | |
| Collective investment trusts - * Fidelity Mgmt Trust Co. BlackRock Mid Cap Growth Equity | — | — | — | $969K | 2.9% | |
| BR MIDCAP GR EQ L1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $969K | 2.9% | |
| Fidelity Mgmt Trust Co. PIMCO Stock Plus International Fund | — | — | — | $765K | 2.3% | |
| Fidelity Mgmt Trust Co. BlackRock Lifepath Index Ret. Portfolio Class K | — | — | — | $657K | 2.0% | |
| Fidelity Mgmt Trust Co. BlackRock Lifepath Index 2060 Portfolio Class K | — | — | — | $656K | 2.0% | |
| Fidelity Mgmt Trust Co. BlackRock Lifepath Index 2040 Portfolio Class K | — | — | — | $561K | 1.7% | |
| Fidelity Mgmt Trust Co. Vanguard Mid-Cap Growth Index Fund Adm. Shares | — | — | — | $474K | 1.4% | |
| Fidelity Mgmt Trust Co. Janus Henderson Triton Fund | — | — | — | $462K | 1.4% | |
| Fidelity Mgmt Trust Co. Vanguard Value Index Fund Adm. Shares | — | — | — | $426K | 1.3% | |
| Fidelity Mgmt Trust Co. BlackRock High Yield Bond Inst'l Shares | — | — | — | $426K | 1.3% | |
| Fidelity Mgmt Trust Co. Vanguard Mid-Cap Index Fund Adm. Shares | — | — | — | $421K | 1.3% | |
| RT GQG EM EQ CIT D RELIANCE TRUST COMPANY · EIN 82-6253445 / PN 011 | Common Collective Trust | — | — | $400K | 1.2% | |
| PIONEER BOND MSG GREAT GRAY TRUST COMPANY, LLC · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $392K | 1.2% | |
| Fidelity Mgmt Trust Co. Vanguard Small Cap Index Fund Adm. Shares | — | — | — | $386K | 1.2% | |
| Fidelity Mgmt Trust Co. Vanguard Small-Cap Growth Index Fund Adm. Shares | — | — | — | $245K | 0.7% | |
| Fidelity Mgmt Trust Co. BlackRock Lifepath Index 2050 Portfolio Class K | — | — | — | $241K | 0.7% | |
| s - * Fidelity Mgmt Trust Co. PIMCO International Bond ** $ | Mutual Funds | — | — | $194K | 0.6% | |
| GG MFS MID CP VAL 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $187K | 0.6% | |
| Fidelity Mgmt Trust Co. DFA U.S. Targeted Value Inst'l Class | — | — | — | $175K | 0.5% | |
| Fidelity Mgmt Trust Co. BlackRock Lifepath Index 2035 Portfolio Class K | — | — | — | $163K | 0.5% | |
| Fidelity Mgmt Trust Co. Vanguard Small-Cap Value Index Fund Adm. Shares | — | — | — | $118K | 0.4% | |
| Fidelity Mgmt Trust Co. Vanguard Mid Cap Value Index Fund Adm. Shares | — | — | — | $43K | 0.1% | |
| Fidelity Mgmt Trust Co. BlackRock Lifepath Index 2065 Portfolio Class K | — | — | — | $36K | 0.1% | |
| Fidelity Mgmt Trust Co. DFA Real Estate Sec I | — | — | — | $12K | <0.1% |
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