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Original filing (PDF)20251006115323NAL0003594513001
SOLUTION DESIGN GROUP, INC.
Form 5500
FILING_RECEIVED
SOLUTION DESIGN GROUP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
198
Accounts w/ balance
262
Plan assets (EOY)
$35.4M
Net assets (EOY)
$35.4M
How this plan invests
This plan
3 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOLUTION DESIGN GROUP, INC..
Plan sponsor
Name
SOLUTION DESIGN GROUP, INC.
EIN
41-1652650
Address
7500 OLSON MEMORIAL HWY, · SUITE 250 · GOLDEN VALLEY, MN · 554274889
Phone
(952) 278-2500
Industry
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
2025-10-06
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BOYUM BARENSCHEER, PLLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARBOUR INVESTMENTS INC | 39-1571149 | — | INVESTMENT ADVISORY | $29K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $43K | — |
Investments
22 direct securities · 3 pooled funds· $35.7M(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
$33.0M
22 holdings
Pooled Separate Account
$2.7M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Admiral Mutual Fund | — | — | — | $5.4M | 15.3% | |
| Principal Fixed Income Guaranteed Option Guaranteed Interest Contract | — | — | — | $5.3M | 14.9% | |
| Vanguard Value Index Admiral Mutual Fund | — | — | — | $3.8M | 10.7% | |
| Party-in- Identity of Issuer, Borrower, ** Current Interest Lessor or Similar Party Description Cost Market Value Fidelity US Bond Index Mutual Fund | — | — | — | $2.8M | 7.9% | |
| Vanguard High-Yield Corporate Admiral Mutual Fund | — | — | — | $2.7M | 7.7% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $2.4M | 6.8% | |
| Fidelity Total Market Index Mutual Fund | — | — | — | $2.2M | 6.2% | |
| Fidelity Emerging Market Index Institutional Pre Mutual Fund | — | — | — | $1.6M | 4.5% | |
| Vanguard Emerging Market Stock Index Admiral Mutual Fund | — | — | — | $1.6M | 4.4% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund | — | — | — | $1.1M | 3.0% | |
| Fidelity Mid Cap Index Institutional Pre Mutual Fund | — | — | — | $1.0M | 3.0% | |
| Fidelity Small Cap Index Institutional Pre Mutual Fund | — | — | — | $1.0M | 2.9% | |
| Vanguard Mid Cap Growth Index Admiral Mutual Fund | — | — | — | $974K | 2.7% | |
| Vanguard Small Cap Growth Index Admiral Mutual Fund | — | — | — | $970K | 2.7% | |
| DFA US Large Company Portfolio Mutual Fund | — | — | — | $818K | 2.3% | |
| Vanguard Mid Cap Value Index Admiral Mutual Fund | — | — | — | $668K | 1.9% | |
| DFA US Vector Equity Profit Institutional Mutual Fund | — | — | — | $433K | 1.2% | |
| Principal Global Investors Income Pooled Separate Account | — | — | — | $202K | 0.6% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $202K | 0.6% | |
| Notes Receivable from participants (4.25% - 9.50% interest rate) Participant loans - | — | — | — | $138K | 0.4% | |
| (E) | — | — | $32K | $83K | 0.2% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $83K | 0.2% | |
| (E) | — | — | — | $60K | 0.2% | |
| Vanguard Real Estate Index Admiral Mutual Fund | — | — | — | $60K | 0.2% | |
| Fidelity Real estate Index Fund Mutual Fund | — | — | — | $32K | <0.1% |
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