# Sdi Innovations, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sdi-innovations-inc-401k-plan

> Sdi Innovations, INC.'s 401(k) plan: 117 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/royal-alliance-associates-inc) — RIA

- [HUTH THOMPSON LLP](https://planprovider.pro/provider/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|—|—|

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