Plan Snapshot
- Plan Sponsor: Sleep Data Holdings, LLC
- Sponsor EIN: 452683127
- Sponsor Address: 5471 KEARNY VILLA ROAD, SUITE 200, SAN DIEGO, CA, 92123
- Plan Type: DC
- Total Participants: 230
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 230 | $3.3M | $20,000 | $751,840 |
| 2023 | 301 | $2.8M | $20,001 | $777,524 |
| 2022 | 295 | $1.7M | $53,230 | $658,743 |
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 |
|---|---|---|---|---|
| JGD & ASSOCIATES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JGD & ASSOCIATES, LLP — 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 | $27,850 | — | $27,850 | — | — |
| 2023 | $17,211 | — | $17,211 | — | — |
| 2022 | $10,813 | — | $10,813 | — | — |