# Sdg Mgmt Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/sdg-mgmt-company-llc-401k-plan

> Sdg Mgmt Company, LLC's 401(k) plan: 1,971 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$159,600|—|$159,600|

| NFP RETIREMENT INC.|INVESTMENT ADVISORY|—|$50,000|$50,000|

| KREISCHER MILLER|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [NFP RETIREMENT INC.](https://planprovider.pro/provider/accelerate-retirement) — INVESTMENT ADVISORY

- [KREISCHER MILLER](https://planprovider.pro/provider/kreischer-miller) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $209,600

- **Estimated Expense Ratio:** 0.274% 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|$159,601|—|$159,601|—|—|

| 2023|$127,920|—|$127,920|—|—|

| 2022|$77,689|—|$77,689|—|—|

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