Plan Snapshot
- Plan Sponsor: Sdi Innovations, INC.
- Sponsor EIN: 351682570
- Sponsor Address: 2880 U.S. 231 SOUTH, LAFAYETTE, IN, 47909
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $15.6M
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 | 117 | $15.6M | $307,457 | $546,998 |
| 2023 | 116 | $13.5M | $305,681 | $545,580 |
| 2022 | 112 | $10.9M | $260,609 | $467,756 |
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 |
|---|---|---|---|---|
| OSAIC WEALTH | RIA | $23,871 | — | $23,871 |
| HUTH THOMPSON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OSAIC WEALTH — RIA
- HUTH THOMPSON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,871
- Estimated Expense Ratio: 0.153% 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 | $82,695 | $26,926 | $55,019 | — | — |
| 2023 | $74,214 | $2,446 | $70,943 | — | — |
| 2022 | $67,273 | — | $67,273 | — | — |