Plan Snapshot
- Plan Sponsor: Sdg Mgmt Company, LLC
- Sponsor EIN: 462157154
- Sponsor Address: 33 E 33RD ST FL 12, NEW YORK, NY, 100165362
- Plan Type: 401(k)
- Total Participants: 1,971
- Total Assets: $76.6M
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 | 1,971 | $76.6M | $4.2M | $8.7M |
| 2023 | 1,520 | $55.4M | $1.5M | $7.1M |
| 2022 | 1,330 | $39.3M | $724,832 | $5.8M |
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 |
|---|---|---|---|---|
| KREISCHER MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KREISCHER MILLER — 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 | $159,601 | — | $159,601 | — | — |
| 2023 | $127,920 | — | $127,920 | — | — |
| 2022 | $77,689 | — | $77,689 | — | — |