Sdf Investments, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sdf Investments, INC.
  • Sponsor EIN: 262797426
  • Sponsor Address: 1941 ELOISE WAY, UPLAND, CA, 917841520
  • Plan Type: 401(k)
  • Total Participants: 14
  • Total Assets: $395,921

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202414$395,921$8,708$68,597
202313$153,451$5,367$65,494
202212$214,565$9,570$61,445

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