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  2. SAN DATA SYSTEMS, INC.
Sponsor portfolio

SAN DATA SYSTEMS, INC.

EIN 46-2901391-information technology and services-Latest filing 2024
Plans
3
Retirement
2
$2.9M assets
Welfare
1
Participants
17
4231 BUSINESS CENTER DRIVE, SUITE 1 - FREMONT, CA 94538510-468-5502sandatasystem.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
3 filings
#001401k-$2.0M - 7 part#002CashBalance-$909K - 5 part#002Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $2.9M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • PLAN & TRUST (#001)69%
  • SDS PENSION (#002)31%
Total $2.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)7
  • SDS PENSION (#002)5
Total 12Click row to drill in

Plan deep-dives

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

SDS 401(K) PLAN & TRUST

401k

Assets$2.0M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

SDS PENSION PLAN

CashBalance

Assets$909K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002

SDS PENSION PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SDS 401(K) PLAN & TRUST401k$2.0M72024
002SDS PENSION PLANCashBalance$909K52024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
002SDS PENSION PLANSelf Funded-$002024
Retirement plans
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