How big is SADD, Inc.'s plan?

SADD, Inc.'s plan reported $340K in assets and 30 participants for 2024.

Original filing (PDF)20251217152835NAL0009165666001

SADD, Inc.

Name: SADD, Inc. — SADD, Inc. 403(b) Plan, Form 5500 (2024)
Creator: SADD, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SADD, Inc. 403(b) Plan

403(b) retirement plan · SADD, Inc.'s SADD, Inc. 403(b) Plan held $340K in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$340K

Net assets (EOY)

$340K

People on this filing

Jessica Hugdahl signed SADD, Inc.'s 2024 Form 5500 as plan administrator.

Jessica Hugdahl — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

SADD, Inc.'s EIN is 04-2764514.

EIN 04-2764514

Plan number 001

Plan year 2024

ACK ID 20251217152835NAL0009165666001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SADD, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SADD, Inc.'s plan includes 403(b) custodial accounts, ERISA 404(c) participant direction.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SADD, INC.

EIN

all filings

Address

3820 W HAPPY VALLEY RD SUITE 141 · GLENDALE, AZ · 85310

Phone

(508) 481-3568

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2025-12-17

Pension benefit codes

2M · 403(b)(7) custodial accounts

2F · ERISA section 404(c)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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