# Sdb, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sdb-inc-401k-plan

> Sdb, INC.&#39;s 401(k) plan: 102 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| GLOBAL RETIREMENT PARTNERS, LLC|NONE|$27,609|—|$27,609|

| STANCORP FINANCIAL GROUP|NONE|$19,672|—|$19,672|

| MORRISON, CLARK & COMPANY CPAS|NONE|$11,500|—|$11,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GLOBAL RETIREMENT PARTNERS, LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — NONE

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $58,781

- **Estimated Expense Ratio:** 0.729% 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|$43,659|—|$43,659|—|—|

| 2023|$38,251|$21,493|$5,258|$11,500|—|

| 2022|$33,256|—|$33,256|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sdb-inc-401k-plan)

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