Plan Ledger DOL Form 5500 · updated monthly

Sdi Services LLC401(k)

SDI SERVICES LLC 401(K) PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Sdi Services LLC reported $87,150 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $1,666 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 rose from 0.06% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 210th-largest of 1,285 plans among Arizona employers on file, and the 2,054th of 11,911 in health care & social assistance. In 2024, employees put in $2.44 for every $1.00 the employer contributed; active participation has grown from 517 to 639 since 2022.

Plan summary
Net assets, end of year$44,669,736
Participants with balances775
Active participants639
Employer contributions$1,064,275
Employee contributions$2,601,733
Employer contribution per active participant$1,666
Average account balance$57,638
Benefits paid to participants$5,017,919
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$44.7M · 775 accts · $1.1M emplr
2023$40.4M · 809 accts · $825K emplr
2022$33.9M · 669 accts · $781K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,910
Investment management$51,240
Total administrative$87,150
The Sdi Services LLC 401(k) match · 2024
Employer contribution per active participant$1,666
Median for plans this size$2,416
2024$1,666 per active participant
2023$1,333 per active participant
2022$1,511 per active participant

Sdi Services 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$86,030
GLOBAL RETIREMENT PARTNERS, LLC$51,240

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
2023Securian

This plan has changed recordkeepers within these filings. If you left Sdi Services LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$87,150 · 0.20%
2023$33,180 · 0.09%
2022$23,129 · 0.06%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
Simonmed Imaging, Inc. AZ$50.1M · 1.36%
Mountain Park Health Center AZ$46.9M · 0.13%
Child-Parent Centers Inc. AZ$46.8M · 0.35%
Smi Imaging, LLC AZ$39.0M · 1.42%
Cranial Technologies, Inc. AZ$38.9M · 0.41%
Chicanos Por la Causa, Inc. AZ$38.7M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 822865603 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.