Plan Snapshot
- Plan Sponsor: Sd Commercial, LLC
- Sponsor EIN: 330649851
- Sponsor Address: 5440 MOREHOUSE DRIVE #4000, SAN DIEGO, CA, 921216719
- Plan Type: 401(k)
- Total Participants: 176
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 176 | $3.2M | $50,195 | $227,074 |
| 2023 | 122 | $2.8M | $0 | $233,944 |
| 2022 | 120 | $2.8M | $66,655 | $266,432 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| LEAF & COLE, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $289,019 | — | $5,796 | — | — |
| 2023 | $719,365 | — | $8,929 | — | — |
| 2022 | $19,782 | — | $19,782 | — | — |