Plan Snapshot
- Plan Sponsor: Sdb, INC.
- Sponsor EIN: 942705363
- Sponsor Address: 1001 S. EDWARD DR, TEMPE, AZ, 85281
- Plan Type: 401(k)
- Total Participants: 102
- Total Assets: $8.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 102 | $8.1M | $521,994 | $1.0M |
| 2023 | 104 | $6.8M | $458,921 | $911,416 |
| 2022 | 101 | $5.1M | $190,383 | $729,350 |
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 |
|---|---|---|---|---|
| MORRISON, CLARK & CO. CPAS, PLLC | 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 | $43,659 | — | $43,659 | — | — |
| 2023 | $38,251 | $21,493 | $5,258 | $11,500 | — |
| 2022 | $33,256 | — | $33,256 | — | — |