Plan Snapshot
- Plan Sponsor: Sdi Presence LLC
- Sponsor EIN: 811357524
- Sponsor Address: 200 E RANDOLPH ST, CHICAGO, IL, 60601
- Plan Type: 401(k)
- Total Participants: 355
- Total Assets: $36.7M
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 | 355 | $36.7M | $659,925 | $3.6M |
| 2023 | 340 | $30.7M | $681,201 | $3.5M |
| 2022 | 310 | $23.9M | $576,705 | $3.0M |
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 |
|---|---|---|---|---|
| ROTHSCHILD INVESTMENT CORP | ADVISOR | $48,701 | — | $48,701 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $28,215 | — | $28,215 |
| PORTE BROWN LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- PORTE BROWN LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,916
- Estimated Expense Ratio: 0.210% 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 | $76,916 | $48,701 | — | — | — |
| 2023 | $60,621 | $38,202 | — | — | — |
| 2022 | $66,296 | — | — | — | — |