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Original filing (PDF)20251007154513NAL0011707394001
SDB, INC.
Form 5500
FILING_RECEIVED
SDB, INC. SAVINGS AND RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
102
Accounts w/ balance
119
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
How this plan invests
This plan
1 pooled trust
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 73 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SDB, INC..
Plan sponsor
Name
SDB, INC.
EIN
94-2705363
Address
1001 S. EDWARD DR · TEMPE, AZ · 85281
Phone
(480) 967-5810
Industry
Constructionsee 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
2025-10-07
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
MORRISON, CLARK & CO. CPAS, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | NONE | $28K | — |
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $20K | — |
| MORRISON, CLARK & COMPANY CPAS | 20-1726469 | — | NONE | $12K | — |
Investments
17 direct securities · 1 pooled fund· $15.3M(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.
Uncategorized
$8.1M
17 holdings
Pooled Separate Account
$7.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $7.2M | 89.8% | |
| Standard Insurance Company JPMorgan Large Cap Growth R6 | — | — | — | $1.2M | 14.7% | |
| Standard Insurance Company Fidelity Adv Intl Cap Appr I | — | — | — | $1.2M | 14.4% | |
| Standard Insurance Company PGIM Total Return Bond Z | — | — | — | $1.0M | 12.5% | |
| Standard Insurance Company Vanguard 500 Index Admiral | — | — | — | $866K | 10.7% | |
| Standard Insurance Company The Standard Stable Asset A | — | — | — | $700K | 8.7% | |
| Standard Insurance Company Vanguard Wellington Adm | — | — | — | $542K | 6.7% | |
| Standard Insurance Company Vanguard Info Tech Idx Adm DC | — | — | — | $503K | 6.2% | |
| Standard Insurance Company Vanguard Equity Income Adm | — | — | — | $482K | 6.0% | |
| Standard Insurance Company Janus Henderson Enterprise N | — | — | — | $282K | 3.5% | |
| Standard Insurance Company JPMorgan US Equity R6 | — | — | — | $255K | 3.2% | |
| Standard Insurance Company Vanguard Sm Cap Idx Adm | — | — | — | $230K | 2.8% | |
| Standard Insurance Company Hood River Small-Cap Gr Ret | — | — | — | $219K | 2.7% | |
| Standard Insurance Company Allspring Specl MdCp Val Ins | — | — | — | $218K | 2.7% | |
| Standard Insurance Company Vanguard Mid Cap Idx Adm | — | — | — | $179K | 2.2% | |
| Notes receivable from participants Various interest rates - | — | — | — | $119K | 1.5% | |
| Standard Insurance Company American Funds New Perspctv R6 | — | — | — | $96K | 1.2% | |
| Standard Insurance Company Cohen & Steers Instl Realty | — | — | — | $17K | 0.2% |
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