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Original filing (PDF)20250711172555NAL0017671410001
SUPER CENTER CONCEPTS, INC. D/B/A SUPERIOR SUPER W
Form 5500
FILING_RECEIVED
SUPER CENTER CONCEPTS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
6,788
Accounts w/ balance
3,805
Plan assets (EOY)
$39.0M
Net assets (EOY)
$39.0M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 56% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUPER CENTER CONCEPTS, INC. D/B/A SUPERIOR SUPER W.
Plan sponsor
Name
SUPER CENTER CONCEPTS, INC. D/B/A SUPERIOR SUPER W
EIN
95-4519109
Address
15510 CARMENITA ROAD · SANTA FE SPRINGS, CA · 90670
Phone
(562) 345-9000
Industry
Supermarkets & Other Grocery Stores· Retail 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
2025-07-11
Pension benefit codes
2F · ERISA section 404(c)
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN & VAN TRIGT 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 | $56K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS LLC | 95-3845382 | — | ADVISOR | $0 | — |
Investments
25 direct securities · 1 pooled fund· $41.5M(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
$37.4M
25 holdings
Common Collective Trust
$4.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2040 Fund Asset Allocation Mutual Fund | — | — | — | $7.4M | 19.0% | |
| Investments * Fidelity Advisor Stable Value Portfolio Collective Trust | — | — | — | $4.4M | 11.3% | |
| FA STABLE VALUE II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $4.1M | 10.5% | |
| T. Rowe Price Retirement 2030 Fund Asset Allocation Mutual Fund | — | — | — | $3.8M | 9.6% | |
| T. Rowe Price Retirement 2035 Fund Asset Allocation Mutual Fund | — | — | — | $3.1M | 8.0% | |
| T. Rowe Price Retirement 2055 Fund Asset Allocation Mutual Fund | — | — | — | $2.7M | 6.8% | |
| T. Rowe Price Retirement 2020 Fund Asset Allocation Mutual Fund | — | — | — | $2.5M | 6.5% | |
| T. Rowe Price Retirement 2025 Fund Asset Allocation Mutual Fund | — | — | — | $2.4M | 6.1% | |
| T. Rowe Price Retirement 2045 Fund Asset Allocation Mutual Fund | — | — | — | $2.0M | 5.2% | |
| T. Rowe Price Retirement 2015 Fund Asset Allocation Mutual Fund | — | — | — | $2.0M | 5.2% | |
| T. Rowe Price Retirement 2050 Fund Asset Allocation Mutual Fund | — | — | — | $1.6M | 4.0% | |
| T. Rowe Price Retirement 2010 Fund Asset Allocation Mutual Fund | — | — | — | $1.1M | 2.9% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $1.1M | 2.7% | |
| PIMCO Income Fund Mutual Fund | — | — | — | $538K | 1.4% | |
| Franklin Growth Fund Mutual Fund | — | — | — | $537K | 1.4% | |
| Fidelity Advisor Strategic Income Fund Mutual Fund | — | — | — | $472K | 1.2% | |
| T. Rowe Price Retirement 2005 Fund Asset Allocation Mutual Fund | — | — | — | $334K | 0.9% | |
| Columbia Select Large Cap Value Fund Mutual Fund | — | — | — | $298K | 0.8% | |
| DWS Scienece and Technology Fund Mutual Fund | — | — | — | $296K | 0.8% | |
| BlackRock Emerging Markets Fund Mutual Fund | — | — | — | $234K | 0.6% | |
| Virtus NFJ Mid-Cap Value Fund Mutual Fund | — | — | — | $181K | 0.5% | |
| Principal SmallCap S&P 600 Index Fund Mutual Fund | — | — | — | $133K | 0.3% | |
| Columbia Mid Cap Index Fund Mutual Fund | — | — | — | $131K | 0.3% | |
| DWS RREEF Real Estate Securities Fund Mutual Fund | — | — | — | $98K | 0.3% | |
| Fidelity Advisor Diversified International Fund Mutual Fund | — | — | — | $64K | 0.2% | |
| Gabelli U.S. Treasury Money Market Fund Mutual Fund | — | — | — | $19K | <0.1% |