Plan Snapshot
- Plan Sponsor: Sdi Stores, LLC
- Sponsor EIN: 821264751
- Sponsor Address: 160 CORPORATE COURT, MERIDEN, CT, 06450
- Plan Type: 401(k)
- Plan Number: 004
- Total Participants: 595
- Total Assets: $34.6M
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. |
|---|---|---|---|---|
| 2023 | 595 | $34.6M | $163,639 | $714,607 |
| 2022 | 606 | $31.0M | $0 | $642,879 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $96,515 | — | $96,515 |
| MERCER INVESTMENTS LLC | Investment Advisor | $47,512 | — | $47,512 |
| BERRY, DUNN, MCNEIL & PARKER LLC | Other Service Provider | $15,200 | — | $15,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERCER INVESTMENTS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $159,227
- Estimated Expense Ratio: 0.460% 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 |
|---|---|---|---|---|---|
| 2023 | $159,052 | $47,511 | $96,341 | $15,200 | — |
| 2022 | $162,123 | — | — | — | — |