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Original filing (PDF)20240715095154NAL0001105425001
SDL INC.
Form 5500
FILING_RECEIVED
SDL INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
317
Accounts w/ balance
557
Plan assets (EOY)
$58.2M
Net assets (EOY)
$58.2M
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 23 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SDL INC..
Plan sponsor
Name
SDL INC.
EIN
04-3457981
Address
201 EDGEWATER DRIVE · WAKEFIELD, MA · 01880
Phone
(720) 304-4942
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-09-30
Filed
2024-07-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $116K | — |
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | SERVICE PROVIDER | $16K | — |
| PENSIONMARK FINANCIAL GROUP LLC | 61-1758632 | — | SERVICE PROVIDER | $0 | — |
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | SERVICE PROVIDER | — | — |
Investments
2 pooled funds· $200K(0% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| VOYA LIFETIME INC PROTECTION 2035 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 059 | Common Collective Trust | $197K | 0.3% |
| VOYA LIFETIME INC PROTECTION 2050 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 059 | Common Collective Trust | $4K | <0.1% |