Back to filter
Original filing (PDF)20251008151208NAL0005744401001
SDI SERVICES LLC
Form 5500
FILING_RECEIVED
SDI SERVICES LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
36% in single holdingNo recordkeeper disclosed
Active participants
639
Accounts w/ balance
775
Plan assets (EOY)
$44.7M
Net assets (EOY)
$44.7M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
82
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "s * Minnesota Life Schwab S&P 500 Index" is 36% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SDI SERVICES LLC.
Plan sponsor
Name
SDI SERVICES LLC
EIN
82-2865603
Address
9700 N. 91ST STREET, SUITE C-200 · SCOTTSDALE, AZ · 85258
Phone
(480) 425-5037
Industry
Health Care & Social Assistancesee 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
2025-10-08
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
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $86K | — |
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | NONE | $51K | — |
Investments
24 direct securities · 1 pooled fund· $78.4M(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.
Pooled Separate Account
$34.4M
1 holding
Uncategorized
$28.1M
23 holdings
Pooled Separate Accounts
$15.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $34.4M | 76.9% | |
| s * Minnesota Life Schwab S&P 500 Index | Pooled Separate Accounts | — | — | $15.9M | 35.6% | |
| Minnesota Life Guaranteed return account | — | — | — | $9.4M | 21.0% | |
| Minnesota Life Fidelity Global ex US Index | — | — | — | $8.0M | 17.8% | |
| Minnesota Life iShares Russell Sm/Md Cap Index K | — | — | — | $5.5M | 12.3% | |
| Minnesota Life JPMorgan Large Cap Growth | — | — | — | $1.2M | 2.7% | |
| Minnesota Life Janus Henderson Enterprise I | — | — | — | $685K | 1.5% | |
| Minnesota Life Columbia Global Tech Growth | — | — | — | $667K | 1.5% | |
| Minnesota Life Vanguard Total Bond Mkt. Index Adm | — | — | — | $503K | 1.1% | |
| Minnesota Life PIMCO Income Instl | — | — | — | $304K | 0.7% | |
| Various Self-directed accounts | — | — | — | $247K | 0.6% | |
| Minnesota Life DFA Infl-Protected Sec Port, I | — | — | — | $195K | 0.4% | |
| Minnesota Life Columbia Dividend Income Inst | — | — | — | $186K | 0.4% | |
| Minnesota Life Metro West Total Return Bond Adm | — | — | — | $163K | 0.4% | |
| Minnesota Life T. Rowe Price Health Sciences | — | — | — | $156K | 0.3% | |
| Minnesota Life Vanguard Mid Cap Index Adm | — | — | — | $155K | 0.3% | |
| Minnesota Life Vanguard Small-cap Idx Adm | — | — | — | $149K | 0.3% | |
| Minnesota Life BlackRock High Yield Bond Istl | — | — | — | $148K | 0.3% | |
| Minnesota Life DFA Real Estate Securities I | — | — | — | $146K | 0.3% | |
| Minnesota Life Fidelity Emerging Markets Index | — | — | — | $112K | 0.3% | |
| Minnesota Life Dodge & Cox Intl Stock Fund | — | — | — | $86K | 0.2% | |
| Minnesota Life DFA U.S. Targeted Value Port | — | — | — | $59K | 0.1% | |
| Minnesota Life Janus Henderson Triton N | — | — | — | $56K | 0.1% | |
| Minnesota Life Allspring Special Mid Cap VI A | — | — | — | $24K | <0.1% | |
| Minnesota Life DFA Intl Small Company Port | — | — | — | $13K | <0.1% |
Related plans
Other plans using STANCORP FINANCIAL GROUP
STANDARD INSURANCE COMPANY
THE STANDARD 401(K) PLAN
$1.3B · 4,268 participants
BERRY GLOBAL, INC.
BERRY GLOBAL EMPLOYEES 401(K) RETIREMENT PLAN
$1.1B · 17,041 participants
MICHAEL BAKER INTERNATIONAL HOLDCO CORPORATION
MICHAEL BAKER INTERNATIONAL 401(K) PLAN
$933.4M · 3,807 participants
GHD INC.
GHD INC. 401(K) EMPLOYEES' SAVINGS PLAN
$476.8M · 2,044 participants
AWC, INC.
AWC, INC. EMPLOYEES' SAVINGS PLAN
$423.5M · 616 participants
POET BIOREFINING LLC
POET 401(K) PLAN
$265.7M · 2,397 participants
Similar-size Health Care & Social Assistance plans
SCRI HOLDINGS, LLC
SCRI HOLDINGS, LLC 401(K) PLAN
$44.5M · 1,046 participants
SWDIC IMAGING CENTER PARTNERSHIP, LLP
SOUTHWEST DIAGNOSTIC IMAGING CENTER 401(K) RETIREMENT PLAN
$43.0M · 190 participants
SEASPINE HOLDINGS CORPORATION
SEASPINE HOLDINGS CORPORATION 401(K) TRUST
$42.9M · 500 participants
LFB USA, INC.
LFB USA, INC. 401(K) PLAN
$42.3M · 291 participants
AEGIS SCIENCES CORPORATION
AEGIS SCIENCES CORPORATION 401(K) PLAN
$47.7M · 774 participants
MILLENNIUM HEALTH, LLC
MILLENNIUM HEALTH, LLC 401(K) PROFIT SHARING PLAN
$48.1M · 932 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants