· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SD MEDIA — SD MEDIA 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250529102036NAL0004766611001
SD MEDIA
Form 5500-SF
FILING_RECEIVED
SD MEDIA 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
2
Accounts w/ balance
7
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SD MEDIA
.
Find decision makers
Plan sponsor
Name
SD MEDIA
EIN
95-4272216
Address
3234 ATHERTON CIR · NAPA, CA · 945585407
Phone
(415) 672-4442
Industry
All Other Professional Services
· Professional & Technical Services
see 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
2025-05-29
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
Related plans
Similar-size All Other Professional Services plans
NAVIGATORS GLOBAL LLC
NAVIGATORS GLOBAL, LLC 401(K) PLAN
$1.8M · 13 participants
MINDSEYE TECH, LLC
MET CASH BALANCE PENSION PLAN
$1.8M · 4 participants
NELSON HOMES INC
NELSON HOMES INC 401(K) PROFIT SHARING PLAN & TRUST
$1.8M · 15 participants
STAFFING KANSAS CITY INC
STAFFING KANSAS CITY INC 401(K) PROFIT SHARING PLAN & TRUST
$1.8M · 13 participants
COALITION FOR GOVERNMENT PROCUREMENT
COALITION FOR GOVERNMENT PROCUREMENT 403(B) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.8M · 11 participants
THE PRINCETON UNIVERSITY STORE
THE PRINCETON UNIVERSITY STORE 401(K) PROFIT SHARING PLAN & TRUST
$1.8M · 28 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B