Plan Snapshot
- Plan Sponsor: Sd Solutions LLC
- Sponsor EIN: 275395662
- Sponsor Address: 58 W MAIN ST., LURAY, VA, 22835
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $1.5M
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 | 99 | $1.5M | $331,248 | $358,550 |
| 2023 | 70 | $751,775 | $249,118 | $158,210 |
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 |
|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | RECORDKEEPER | $8,593 | — | $8,593 |
| DWC-THE 401(K) EXPERTS | TPA | $8,444 | — | $8,444 |
| SMITH AND HOWARD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA LIFE INSURANCE COMPANY — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,037
- Estimated Expense Ratio: 1.115% of plan assets
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 | $17,259 | $222 | $8,444 | — | — |
| 2023 | $4,947 | — | $2,343 | — | — |