Plan Ledger DOL Form 5500 · updated monthly

Sdi Technologies, Inc.401(k)

SDI TECHNOLOGIES, INC. EMPLOYEE 401(K) SAVINGS PLAN · RAHWAY, NJ · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Sdi Technologies, Inc. reported $53,306 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $2,338 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 0.18% to 0.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 742nd-largest of 2,419 plans among New Jersey employers on file, and the 1,167th of 4,246 in wholesale trade. In 2024, employees put in $2.76 for every $1.00 the employer contributed; active participation has shrunk from 139 to 123 since 2022.

Plan summary
Net assets, end of year$34,863,087
Participants with balances150
Active participants123
Employer contributions$287,549
Employee contributions$794,081
Employer contribution per active participant$2,338
Average account balance$232,421
Benefits paid to participants$6,290,875
Plan auditUnmodified (clean) audit opinion
AuditorHERTZ HERSON CAP LLP
Plan history3
Yearassets · accounts · employer contribution
2024$34.9M · 150 accts · $288K emplr
2023$33.9M · 154 accts · $279K emplr
2022$33.1M · 174 accts · $308K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$53,189
Investment management$117
Total administrative$53,306
The Sdi Technologies, Inc. 401(k) match · 2024
Employer contribution per active participant$2,338
Median for plans this size$2,416
2024$2,338 per active participant
2023$2,284 per active participant
2022$2,213 per active participant

Sdi Technologies, Inc.'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 · 20244
EMPOWER ADVISORY GROUP, LLC · Investment management$117
PENSIONMARK SECURITIES LLCindirect comp
WORLD INVESTMENT ADVISORS LLCindirect 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$53,306 · 0.16%
2023$47,900 · 0.14%
2022$67,837 · 0.18%
Same employer
Similar plansWholesale Trade · New Jersey
The Opici Group, L.L.C. NJ$36.5M · 0.15%
Royal Wine Corporation NJ$34.6M · 0.36%
Octapharma USA, Inc. NJ$34.5M · 0.32%
Beumer Corporation NJ$34.4M · 0.33%
Outerstuff, LLC NJ$34.1M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 135676428 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.