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Sponsor portfolio

SOLUTION DESIGN GROUP, INC.

EIN 41-1652650-information technology and services-Latest filing 2025
Plans
3
Retirement
2
$56.6M assets
Welfare
1
$2.9M premiums
Participants
701
7500 OLSON MEMORIAL HIGHWAY, SUITE 250 - GOLDEN VALLEY, MN 55427952-278-2500solutiondesign.comLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
3 filings
#001401k-$35.4M - 262 part#002ESOP-$21.2M - 239 part#501Mixed-$2.9M - 390 lives

Retirement portfolio analytics

2 plans aggregated / $56.6M assets / 501 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • PROFIT SHARING PLAN (#001)63%
  • PLAN AND TRUST (#002)37%
Total $56.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)262
  • PLAN AND TRUST (#002)239
Total 501Click row to drill in

Benefits portfolio analytics

1 plan / $2.9M premiums / 390 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Prescription drug$2.5M
  • Dental$232K
  • Other$194K
  • Life$160K
  • Short-term disability$160K
  • +1 more
Total $2.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • HEALTHPARTNERS INSURANCE COMPANY8%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
  • BENCHMARK INSURANCE COMPANY1%
Total $2.9M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $144K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SOLUTION DESIGN GROUP 401(K) PROFIT SHARING PLAN

401k

Assets$35.4M
Participants262
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SOLUTION DESIGN GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$21.2M
Participants239
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOLUTION DESIGN GROUP, INC. HEALTH BENEFITS PLAN

Mixed - BLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUS

Premiums$2.9M
Covered lives390
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SOLUTION DESIGN GROUP 401(K) PROFIT SHARING PLAN401k$35.4M2622024
002SOLUTION DESIGN GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$21.2M2392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOLUTION DESIGN GROUP, INC. HEALTH BENEFITS PLANMixedBLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUS$2.9M3902025
Retirement plans
Welfare plans
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