Retirement plan

SDI (NORTH AMERICA), INC. 401(K) PLAN

Name: SDI (NORTH AMERICA), INC. - SDI (NORTH AMERICA), INC. 401(K) PLAN (2025) Form 5500
Creator: SDI (NORTH AMERICA), INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SDI (NORTH AMERICA), INC. 401(K) PLAN, SDI (NORTH AMERICA), INC.

SDI (NORTH AMERICA), INC.EIN 94-2674837Plan #001PY 2025

1279 HAMILTON PARKWAY - ITASCA, IL 60143630-361-9200LinkedIn11-50 employeeshospital & health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$828K

-45.2% from 2024

Total participants

-24.4% from 2024

Average account balance

$24,366

-29.1% from 2024

Annual return

13.57%

+0.36 pp from 2024

Benchmarks

See 15,684 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort15,684 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$828K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$24K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

340.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$108K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.57%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$29358

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2G3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$998K

$99817 / participant

Other / not subdivided$998K100.0%

% of EOY assets

120.488%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$24,366

$184,014-86.8%

$161,149-84.9%

$138,895-82.5%

Participation rate

100.0%

82.1%+17.9pp

78.8%+21.2pp

79.9%+20.1pp

Annual return

13.57%

21.52%-8.0pp

21.16%-7.6pp

145.39%-131.8pp

Employer contribution / active EE

$6,310

$5,055+24.8%

$4,360+44.7%

$4,194+50.4%

Participant deferral / active EE

$4,444

$6,909-35.7%

$6,153-27.8%

$6,396-30.5%

Admin fee / account holder

$29,358

$18,027+62.9%

$15,194+93.2%

$12,562+133.7%

SDI (NORTH AMERICA), INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SDI (NORTH AMERICA), INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion