Plan Snapshot
- Plan Sponsor: Sdi Services LLC
- Sponsor EIN: 822865603
- Sponsor Address: 9700 N. 91ST STREET, SUITE C-200, SCOTTSDALE, AZ, 85258
- Plan Type: 401(k)
- Total Participants: 639
- Total Assets: $44.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 639 | $44.7M | $1.1M | $2.6M |
| 2023 | 619 | $40.4M | $825,129 | $2.4M |
| 2022 | 517 | $33.9M | $781,107 | $1.9M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $87,150 | $51,240 | $35,910 | — | — |
| 2023 | $33,180 | — | $33,180 | — | — |
| 2022 | $23,129 | — | $23,129 | — | — |