Plan Snapshot
- Plan Sponsor: Sdc Properties, INC
- Sponsor EIN: 870355513
- Sponsor Address: 35 DEALLYON AVENUE, HILTON HEAD, SC, 29928
- Plan Type: 401(k)
- Total Participants: 211
- Total Assets: $3.6M
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 | 211 | $3.6M | $111,915 | $376,809 |
| 2023 | 213 | $3.4M | $134,338 | $354,963 |
| 2022 | 203 | $2.9M | $135,864 | $376,811 |
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 |
|---|---|---|---|---|
| DCPAS LLC DBA DAVIS&COMPANY CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DCPAS LLC DBA DAVIS&COMPANY CPA — Auditor
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 | $6,240 | — | — | — | — |
| 2023 | $5,822 | — | — | — | — |
| 2022 | $4,820 | — | — | — | — |