Original filing (PDF)20230410085110NAL0001930529001

US SDR LLC

Name: US SDR LLC — US SDR, LLC, Form 5500 (2022)
Creator: US SDR LLC

Form 5500-SF

FILING_RECEIVED

US SDR, LLC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for US SDR LLC.

Plan sponsor

Name

US SDR LLC

EIN

20-5032064

Address

109 N POST OAK LANE · SUITE 415 · HOUSTON, TX · 77024

Phone

(713) 682-3737

Industry

Management of Companies / Holdingssee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-06-30

Filed

2023-04-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Management of Companies / Holdings plans

TAMALPAIS HOLDINGS INC

TAMALPAIS HOLDINGS INC 401(K) PLAN

RUBY CREATIVE HOLDINGS INC

RUBY CREATIVE HOLDINGS INC 401K

CORNERSTONE HOLDINGS, LLC

CORNERSTONE HOLDINGS, LLC 401(K) PLAN

D. I. M. ENTERPRISES, INC.

D. I. M. ENTERPRISES, INC. 401(K) PLAN

$0 · 5 participants

GGH ENTERPRISES LLC

GGH ENTERPRISES LLC 401(K) PLAN