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Original filing (PDF)20251002145717NAL0000638849001
SDI PRESENCE LLC
Form 5500
FILING_RECEIVED
SDI PRESENCE LLC 401(K) PLAN
401(k) retirement plan
Active participants
355
Accounts w/ balance
423
Plan assets (EOY)
$36.7M
Net assets (EOY)
$36.7M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SDI PRESENCE LLC.
Plan sponsor
Name
SDI PRESENCE LLC
EIN
81-1357524
Address
200 E RANDOLPH ST · SUITE 3550 · CHICAGO, IL · 60601
Phone
(312) 580-7500
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
2025-10-02
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
PORTE BROWN LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $28K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROTHSCHILD INVESTMENT CORP | 36-2708660 | — | ADVISOR | $49K | — |
Investments
27 direct securities· $36.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered investment companies * Fidelity Freedom 2030 Fund | — | — | — | $4.1M | 11.3% | |
| Fidelity Freedom 2035 Fund | — | — | — | $3.9M | 10.7% | |
| Fidelity 500 Index Fund | — | — | — | $3.5M | 9.5% | |
| Fidelity Blue Chip Growth Fund | — | — | — | $2.7M | 7.3% | |
| Fidelity Freedom 2045 Fund | — | — | — | $2.4M | 6.4% | |
| Fidelity Freedom 2040 Fund | — | — | — | $2.2M | 6.0% | |
| Fidelity Freedom 2020 Fund | — | — | — | $2.0M | 5.6% | |
| Fidelity Contrafund | — | — | — | $1.5M | 4.2% | |
| Fidelity Freedom 2025 Fund | — | — | — | $1.5M | 4.0% | |
| Fidelity Freedom 2050 Fund | — | — | — | $1.4M | 3.9% | |
| Fidelity Freedom 2055 Fund | — | — | — | $1.3M | 3.7% | |
| Money market funds * Fidelity Government Money Market Fund | — | — | — | $1.1M | 3.1% | |
| Fidelity Extended Market Index Fund | — | — | — | $1.0M | 2.8% | |
| Fidelity Freedom 2065 Fund | — | — | — | $984K | 2.7% | |
| Fidelity Balanced Fund | — | — | — | $940K | 2.6% | |
| Fidelity Low-Priced Stock Fund | — | — | — | $858K | 2.3% | |
| Fidelity US Bond Index Fund | — | — | — | $847K | 2.3% | |
| Fidelity Dividend Growth Fund | — | — | — | $768K | 2.1% | |
| Fidelity Freedom 2060 Fund | — | — | — | $681K | 1.9% | |
| Fidelity International Index Fund | — | — | — | $527K | 1.4% | |
| Fidelity Small Cap Index Fund | — | — | — | $522K | 1.4% | |
| Participant loans Interest rates from 4.25% to 9.50% - | — | — | — | $480K | 1.3% | |
| Columbia Short Term Bond Fund | — | — | — | $408K | 1.1% | |
| Fidelity Diversified International Fund | — | — | — | $400K | 1.1% | |
| PIMCO Global Advantage Strategy Bond Fund | — | — | — | $228K | 0.6% | |
| Fidelity Emerging Markets Index Fund | — | — | — | $176K | 0.5% | |
| Fidelity Freedom Income Fund | — | — | — | $88K | 0.2% |
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