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Original filing (PDF)20251010051529NAL0012477104001
SDI, INC.
Form 5500
FILING_RECEIVED
SDI, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
309
Accounts w/ balance
417
Plan assets (EOY)
$14.6M
Net assets (EOY)
$14.6M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 64 bps in Schedule C fees — 120% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SDI, INC..
Plan sponsor
Name
SDI, INC.
EIN
23-1737774
Address
1414 RADCLIFFE STREET, SUITE 300 · BRISTOL, PA · 19007
Phone
(571) 438-0822
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $59K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES, LLC | 22-3570392 | — | INVESTMENT/FINANCIAL ADVI | $34K | — |
Investments
21 direct securities · 1 pooled fund· $14.3M(98% 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.
Registered Investment Companies
$14.1M
21 holdings
Common Collective Trust
$216K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID US BOND IND | Registered Investment Companies | — | — | $2.4M | 16.3% | |
| FID 500 IND | Registered Investment Companies | — | — | $2.3M | 16.0% | |
| FID FRDM INDEX 2045 INV | Registered Investment Companies | — | — | $1.5M | 10.4% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $1.5M | 10.3% | |
| FID FRDM INDEX 2050 INV | Registered Investment Companies | — | — | $1.4M | 9.4% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $829K | 5.7% | |
| FID FDM INDEX 2030 INV | Registered Investment Companies | — | — | $822K | 5.6% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $763K | 5.2% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $622K | 4.3% | |
| FID F IND 2060 INV | Registered Investment Companies | — | — | $413K | 2.8% | |
| FID FRDM INDEX 2055 INV | Registered Investment Companies | — | — | $390K | 2.7% | |
| FID FREEDOM INDEX 2015 INV 78 REGISTERED INVESTMENT COMPANY VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $338K | 2.3% | |
| DFA INVESTMENT GRADE PORT INST | Registered Investment Companies | — | — | $318K | 2.2% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $216K | 1.5% | |
| FID FREEDOM IND 2040 INVESTOR | Registered Investment Companies | — | — | $162K | 1.1% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $119K | 0.8% | |
| FID FDM INDEX 2035 INV | Registered Investment Companies | — | — | $90K | 0.6% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $64K | 0.4% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $22K | 0.1% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $17K | 0.1% | |
| FID FREEDOM IND 2020 INVESTOR 116 REGISTERED INVESTMENT COMPANY FID F IND 2025 INV | Registered Investment Companies | — | — | $13K | <0.1% | |
| FID F INDEX INC INV | Registered Investment Companies | — | — | $3K | <0.1% |
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