Plan Ledger DOL Form 5500 · updated monthly

Sdi Industries, Inc.401(k)

SDI INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN · VALENCIA, CA · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Sdi Industries, Inc. reported $47,865 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $740 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 0.54% to 0.47%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (5,141st of 9,483), and 8,270th of 13,661 in manufacturing. In 2024, employees put in $7.26 for every $1.00 the employer contributed; active participation has grown from 187 to 206 since 2022.

Plan summary
Net assets, end of year$11,247,073
Participants with balances269
Active participants206
Employer contributions$152,463
Employee contributions$1,107,353
Employer contribution per active participant$740
Average account balance$41,811
Benefits paid to participants$414,882
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$11.2M · 269 accts · $152K emplr
2023$8.9M · 241 accts · $127K emplr
2022$7.7M · 212 accts · $128K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,685
Investment management$680
Total administrative$47,865
The Sdi Industries, Inc. 401(k) match · 2024
Employer contribution per active participant$740
Median for plans this size$2,416
2024$740 per active participant
2023$629 per active participant
2022$684 per active participant

Sdi Industries, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
NOVA ASSOCIATES INC. · Other servicesindirect comp
VANCE WEALTHindirect comp

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

Administrative cost history3
2024$47,865 · 0.47%
2023$44,500 · 0.53%
2022$45,590 · 0.54%
Same employer
Similar plansManufacturing · California
Acutus Medical, Inc. CA$11.4M · 0.21%
Biscomerica Corporation CA$11.3M · 0.06%
Jp Lamborn Co., Inc CA$11.2M · 0.93%
Solid State Devices, Inc. CA$11.2M · 0.00%
Turntide Technologies, Inc. CA$11.2M · 0.02%
Image Options CA$11.2M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953310826 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.