Back to filter
Original filing (PDF)20250613083115NAL0028462208001
SAN DIEGO INSTRUMENTS, INC.
Form 5500-SF
FILING_RECEIVED
SAN DIEGO INSTRUMENTS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
9
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAN DIEGO INSTRUMENTS, INC..
Plan sponsor
Name
SAN DIEGO INSTRUMENTS, INC.
EIN
33-0227016
Address
9155 BROWN DEER ROAD SUITE 8 · SAN DIEGO, CA · 92121
Phone
(858) 530-2600
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-06-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
Similar-size All Other Professional Services plans
HULSEY SEED LABORATORY, INC.
HULSEY SEED LABORATORY, INC. PROFIT SHARING PLAN
$1.7M · 10 participants
RESOURCE ACQUISITION & MANAGEM
RESOURCE ACQUISITION & MANAGEM 401(K) PROFIT SHARING PLAN & TRUST
$1.7M · 393 participants
GENESIS LEARNING CENTERS
GENESIS LEARNING CENTERS 401(K) P/S PLAN
$1.7M · 105 participants
AK ENGINEERING PC
AK ENGINEERING PC RETIREMENT TRUST
$1.7M · 10 participants
TRIPLICITY CONSULTING INC
TRIPLICITY CONSULTING INC 401K PROFIT SHARING PLAN
$1.7M · 1 participants
CHR CONSULTING SERVICES, INC.
CHR CONSULTING SERVICES, INC.
$1.7M · 9 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B