Original filing (PDF)20260310150318NAL0003879152001

S & D FINANCIAL LLC

Name: S & D FINANCIAL LLC — INSPERITY 401K PLAN, Form 5500 (2023)
Creator: S & D FINANCIAL LLC

Form 5500-SF

FILING_RECEIVED

INSPERITY 401K PLAN

401(k) retirement plan

Signals · 1

Late filing · 15.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$384K

Net assets (EOY)

$384K

Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 15.8 months past the 10.5-month grace window.

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

46-3609423all filings

Address

6827 CAMP BULLIS RD STE 402 · SAN ANTONIO, TX · 782561731

Phone

(210) 255-3040

Industry

Professional & Technical Servicessee all

Plan administrator

Name

S & D FINANCIAL LLC

EIN

45-3609423

City

SAN ANTONIO, TX

Phone

(210) 255-3040

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2026-03-10

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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