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Original filing (PDF)20251015162639NAL0006919088001
SDLC TECHNOLOGIES INC
Form 5500
FILING_RECEIVED
SDLC TECHNOLOGIES INC
401(k) retirement plan
Signals · 2
No auditor on file40% in single holding
Active participants
191
Accounts w/ balance
171
Plan assets (EOY)
$32K
Net assets (EOY)
$32K
How this plan invests
This plan
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
80
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Top holding "VANGUARD INTERMEDIATE TERM BON 42 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2060 PREMIER" is 40% of plan.
Helping the score
- Below-peer total fees (40 bps vs 158 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SDLC TECHNOLOGIES INC.
Plan sponsor
Name
SDLC TECHNOLOGIES INC
EIN
80-0772808
Address
3031 TISCH WAY · STE 110 · SAN JOSE, CA · 95128
Phone
(925) 300-5220
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-09-01
Tax period
2024-12-31
Filed
2025-10-15
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)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $130 | — |
Investments
5 direct securities· $29K(91% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE TERM BON 42 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $12K | 36.5% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $5K | 17.0% | |
| GS INFLATION PROTECTED SEC R6 21 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $5K | 16.6% | |
| BLACKROCK HIGH YIELD K 5 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $4K | 11.1% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $3K | 10.1% |
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