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Original filing (PDF)20240731151205NAL0048943650001
STEVEN D. REYNOLDS
Form 5500-SF
FILING_RECEIVED
SDR ASSOCIATES, INC. DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
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 STEVEN D. REYNOLDS.
Plan sponsor
Name
STEVEN D. REYNOLDS
DBA
SDR ASSOCIATES, INC.
EIN
33-0688521
Address
7334 N CLEARWATER PKWY · PARADISE VALLEY, AZ · 852532822
Phone
(949) 795-3542
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-31
Pension benefit codes
1A · Pay-related DB formula
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
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