Original filing (PDF)20250806022246NAL0002257329018

S&D FINANCIAL, LLC

Name: S&D FINANCIAL, LLC — S&D FINANCIAL 401(K) PLAN, Form 5500 (2024)
Creator: S&D FINANCIAL, LLC

Form 5500-SF

FILING_RECEIVED

S&D FINANCIAL 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$568K

Net assets (EOY)

$568K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for S&D FINANCIAL, LLC.

Plan sponsor

Name

S&D FINANCIAL, LLC

EIN

45-3609423all filings

Address

6827 CAMP BULLIS ROAD · STE 402 · SAN ANTONIO, TX · 78256

Phone

(210) 255-3040

Industry

Finance & Insurancesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-02

Tax period

2024-12-31

Filed

2025-08-06

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

MASTERWORKS.IO

MASTERWORKS.IO 401(K) PLAN

$568K · 114 participants

WATERSHED PRIVATE WEALTH LLC

WATERSHED PRIVATE WEALTH LLC 401(K) PLAN

$568K · 3 participants

AVID VENTURES MANAGEMENT LLC

AVID VENTURES MANAGEMENT LLC 401(K) PLAN

$567K · 5 participants

DYNASTY EQUITY PARTNERS MANAGEMENT,

DYNASTY EQUITY PARTNERS MANAGEMENT 401(K) PLAN

$568K · 15 participants

CCS CAPITAL MANAGEMENT LLC

CCS CAPITAL MANAGEMENT LLC 401(K) PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.