Plan Snapshot
- Plan Sponsor: Sdi Technologies, INC.
- Sponsor EIN: 135676428
- Sponsor Address: 1299 MAIN STREET, RAHWAY, NJ, 07065
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $34.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 123 | $34.9M | $287,549 | $794,081 |
| 2023 | 122 | $33.9M | $278,628 | $794,456 |
| 2022 | 139 | $33.1M | $307,608 | $882,625 |
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 |
|---|---|---|---|---|
| HERTZ HERSON CAP LLP | Auditor | — | — | $0 |
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 | $53,306 | $117 | — | — | — |
| 2023 | $47,900 | — | — | — | — |
| 2022 | $67,837 | $55,440 | $12,397 | — | — |