Plan Ledger DOL Form 5500 · updated monthly

Sdi Presence LLC401(k)

SDI PRESENCE LLC 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Sdi Presence LLC reported $76,916 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $1,859 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 0.26% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,154th-largest of 3,702 plans among Illinois employers on file, and the 3,541st of 11,654 in professional & technical services. In 2024, employees put in $5.52 for every $1.00 the employer contributed; active participation has grown from 310 to 355 since 2022.

Plan summary
Net assets, end of year$36,672,028
Participants with balances423
Active participants355
Employer contributions$659,925
Employee contributions$3,639,616
Employer contribution per active participant$1,859
Average account balance$86,695
Benefits paid to participants$4,044,158
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$36.7M · 423 accts · $660K emplr
2023$30.7M · 392 accts · $681K emplr
2022$23.9M · 368 accts · $577K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,215
Investment management$48,701
Total administrative$76,916
The Sdi Presence LLC 401(k) match · 2024
Employer contribution per active participant$1,859
Median for plans this size$2,416
2024$1,859 per active participant
2023$2,004 per active participant
2022$1,860 per active participant

Sdi Presence LLC's 2024 employer contribution ran below the $2,416 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 · 20242
ROTHSCHILD INVESTMENT CORP · Investment advisory (plan)$48,701
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$28,215

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$76,916 · 0.23%
2023$60,621 · 0.22%
2022$66,296 · 0.26%
Same employer
Similar plansProfessional & Technical Services · Illinois
Scheffel & Company, P.C. IL$38.0M · 0.04%
Civiltech Engineering, Inc. IL$37.9M · 0.15%
Codilis & Associates, P.C. IL$37.2M · 0.29%
Topbloc, LLC IL$36.5M · 0.34%
Manhard Consulting, LTD. IL$36.0M · 0.38%
Clark Dietz, Inc. IL$36.0M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 811357524 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.