# Sdi Presence LLC 401(k) Plan
Source: https://planprovider.pro/companies/sdi-presence-llc-401k-plan

> Sdi Presence LLC's 401(k) plan: 355 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [PORTE BROWN LLC](https://planprovider.pro/provider/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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sdi-presence-llc-401k-plan)

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