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Original filing (PDF)20250915141146NAL0000739811001
SDI TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
SDI TECHNOLOGIES, INC. EMPLOYEE 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
38% in single holding
Active participants
123
Accounts w/ balance
150
Plan assets (EOY)
$34.9M
Net assets (EOY)
$34.9M
How this plan invests
This plan
15 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
81
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Vanguard Growth Index Fund" is 38% of plan.
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SDI TECHNOLOGIES, INC..
Plan sponsor
Name
SDI TECHNOLOGIES, INC.
EIN
13-5676428
Address
1299 MAIN STREET · RAHWAY, NJ · 07065
Phone
(732) 574-9000
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HERTZ HERSON CAP LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $53K | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK SECURITIES LLC | — | SANTA BARBARA, CA | BROKER/ADVISER | $0 | — |
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | BROKER/ADVISER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $117 | — |
Investments
16 direct securities · 15 pooled funds· $34.9M(100% 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.
Uncategorized
$34.2M
16 holdings
Common Collective Trust
$633K
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Fund | — | — | — | $13.2M | 37.9% | |
| Empower Guaranteed Interest Account | — | — | — | $4.1M | 11.7% | |
| Vanguard Mid-Cap Growth Index Fund | — | — | — | $3.0M | 8.5% | |
| Vanguard 500 Index Fund | — | — | — | $2.7M | 7.7% | |
| Vanguard Balanced Index Fund | — | — | — | $2.2M | 6.3% | |
| Vanguard Value Index Fund | — | — | — | $2.0M | 5.7% | |
| Vanguard International Growth Fund | — | — | — | $1.3M | 3.9% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $1.2M | 3.3% | |
| Vanguard Mid-Cap Value Index Fund | — | — | — | $1.0M | 2.9% | |
| Vanguard Small Cap Growth Index Fnd | — | — | — | $973K | 2.8% | |
| Vanguard Interm-Term Bond Index Fnd | — | — | — | $729K | 2.1% | |
| Victory Sycamore Sm Co Oppty Fund | — | — | — | $624K | 1.8% | |
| Vanguard Small Cap Index Fund | — | — | — | $505K | 1.4% | |
| Vanguard Mid Cap Index Fund | — | — | — | $472K | 1.4% | |
| Participant Loans Rates Range From 4.25% To 9.00% | — | — | — | $238K | 0.7% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $133K | 0.4% | |
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $127K | 0.4% | |
| INDEXSELECT MODERATE 2055 FUND CL R GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $120K | 0.3% | |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $107K | 0.3% | |
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $45K | 0.1% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $40K | 0.1% | |
| Vanguard Small-Cap Value Index Fund | — | — | — | $30K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $18K | <0.1% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $15K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $10K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $6K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $6K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $6K | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL R GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2025 FUND GREAT GRAY · EIN 81-4509619 / PN 311 | Common Collective Trust | — | — | $0 | <0.1% |