Department of Labor filing

SDI INC.

SDI, INC. RETIREMENT SAVINGS PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 10, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

27filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$968

Reported employer contributions per active participant.

Higher than about 17% of comparable plans

#People in the filing

309

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$196 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 50% of comparable plans

↗Investment performance

Not available

Plan assets changed 13.1%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202427out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions17th percentileTypical peer $2,059 · based on 1,266 comparable plans

Lower reported administrative expense50th percentileTypical peer $195 · based on 1,288 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, SDI INC. reported $299,239 in employer contributions across the plan and 309 active participants. That works out to $968 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy73%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 13.4%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 7.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context27/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $299,239
Participant contributions: $1,504,893
Other contributions: $195,117
Employer share of reported contributions: 16.6%
Beginning assets: $12,945,130
Ending assets: $14,635,350
Ending net assets: $14,619,097
Ending liabilities: $16,253
Total income: $3,518,772
Total expenses: $1,844,805
Administrative expenses: $93,466
Participant loans: $295,555

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,118

2023

$838

2024

$968

Plan-paid administrative expenses per participant

2022

$211

2023

$36

2024

$196

Active participants

2022

364

2023

366

2024

309

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$968	309	14.6M	20251010051529NAL0012477104001
2023	$838	366	12.9M	20241015074303NAL0027774193001
2022	$1,118	364	11M	20231016152121NAL0051242688001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 2.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 231737774-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 9, 1990
Industry: Wholesale trade
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
ALLSPRING GLOBAL INVESTMENTS	2024	Not reported	unknown
AMERICAN FUNDS DISTRIBUTORS, INC.	2024	Not reported	unknown
BLACKROCK INVESTMENTS, INC.	2024	Not reported	unknown
COLUMBIA	2024	Not reported	unknown
DIMENSIONAL FUND ADVISORS	2024	Not reported	unknown
FIDELITY DISTRIBUTORS CORP.	2024	Not reported	unknown
METROPOLITAN LIFE	2024	Not reported	unknown
MFS FUND DISTRIBUTORS, INC.	2024	Not reported	unknown
VANGUARD	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251010051529NAL0012477104001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗