Plan Ledger DOL Form 5500 · updated monthly

Sdi Gas LLC401(k)

SDI GAS, LLC PROFIT SHARING PLAN · MT. MORRIS, PA · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Sdi Gas LLC reported $19,574 in plan administrative expenses for 2024: 0.36% of average plan assets, below the peer median. Employer contributions averaged $1,022 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 2 years on file its reported administrative ratio fell from 0.45% to 0.36%. 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 Pennsylvania (2,805th of 3,651), and 3,859th of 5,337 in construction. In 2024, employees put in $2.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,594,211
Participants with balances151
Active participants130
Employer contributions$132,869
Employee contributions$307,813
Employer contribution per active participant$1,022
Average account balance$37,048
Benefits paid to participants$691,819
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.6M · 151 accts · $133K emplr
2023$5.3M · 162 accts · $123K emplr
2022$5.0M · 177 accts · $123K emplr
Administrative expenses, itemized · 2024
Investment management$19,574
Total administrative$19,574
The Sdi Gas LLC 401(k) match · 2024
Employer contribution per active participant$1,022
Median for plans this size$1,313
2024$1,022 per active participant
2023$1,029 per active participant
2022$1,007 per active participant

Sdi Gas LLC's 2024 employer contribution ran below the $1,313 median for plans its size. 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
DUNBAR, BENDER & ZAPF, INC. · Recordkeeping$2,125
STADION MONEY MANAGEMENT · Investment advisory (participants)$11,490
LINCOLN NATIONAL CORPORATION · Contract administrator$5,958

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

Recordkeeper by year2
2024DUNBAR, BENDER & ZAPF, INC.
2023DUNBAR, BENDER & ZAPF, INC.

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

Administrative cost history3
2024$19,574 · 0.36%
2023$25,740 · 0.50%
2022$26,688 · 0.45%
Same employer
Similar plansConstruction · Pennsylvania
Dutchland Inc. PA$6.2M · 0.22%
Gemcraft Homes Inc PA$5.7M · 0.27%
Sage Senior Living, LLC PA$5.6M · 1.42%
Dgi-Menard, Inc. PA$5.4M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474771899 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.