Plan Ledger DOL Form 5500 · updated monthly

Sdb, Inc.401(k)

SDB, INC. SAVINGS AND RETIREMENT PLAN · TEMPE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.59%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Sdb, Inc. reported $43,659 in plan administrative expenses for 2024: 0.59% of average plan assets, above the peer median. Employer contributions averaged $5,118 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.59%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Arizona (662nd of 1,285), and 3,378th of 5,337 in construction. In 2024, employees put in $2.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,058,509
Participants with balances119
Active participants102
Employer contributions$521,994
Employee contributions$1,043,974
Employer contribution per active participant$5,118
Average account balance$67,719
Benefits paid to participants$1,328,794
Plan auditUnmodified (clean) audit opinion
AuditorMORRISON, CLARK & CO. CPAS, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$8.1M · 119 accts · $522K emplr
2023$6.8M · 113 accts · $459K emplr
2022$5.1M · 105 accts · $190K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,659
Total administrative$43,659
The Sdb, Inc. 401(k) match · 2024
Employer contribution per active participant$5,118
Median for plans this size$1,313
2024$5,118 per active participant
2023$4,413 per active participant
2022$1,885 per active participant

Sdb, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$19,672
GLOBAL RETIREMENT PARTNERS, LLC · Investment advisory (plan)$27,609
MORRISON, CLARK & COMPANY CPAS · Accounting / audit$11,500

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$43,659 · 0.59%
2023$38,251 · 0.65%
2022$33,256 · 0.60%
Similar plansConstruction · Arizona
Buesing Corp. AZ$9.1M · 1.14%
Shasta Industries, Inc. AZ$8.2M · 0.34%
Kearney Electric, Inc. AZ$8.2M · 0.58%
Fulton Homes Corporation AZ$7.7M · 0.01%
Mni Enterprises, Inc. AZ$7.6M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942705363 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.