Sdi Stores, LLC 401(K) Plan — Form 5500 plan (Sdi Stores, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sdi Stores, LLC 401(K) Plan is a benefit plan reported by Sdi Stores, LLC under EIN 82-1264751 and plan number 004. The latest loaded filing year is 2023. The filing reports 798 participants and $34,642,086 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sdi Stores, LLC
EIN
82-1264751
Plan number
004
Plan type
2
Location
Meriden, CT
Latest filing year
2023
Participants
798
End-of-year plan assets
$34,642,086

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023798H, C20250417142120NAL0000606371001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,642,086
Total liabilities (EOY)
$0
Net assets (EOY)
$34,642,086
Net assets (BOY)
$30,947,838

Income & contributions

Employer contributions
$163,639
Participant contributions
$714,607
Total contributions
$1,093,140
Total income / additions
$6,362,640

Expenses & distributions

Benefits paid
$2,492,636
Administrative expenses
$159,052
Total expenses
$2,668,392
Net increase / (decrease)
$3,694,248

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$96,515$02023
Mercer Investments LLCNONE$47,512not reported in the loaded dataset2023
Berry, Dunn, Mcneil & Parker LLCNONE$15,200not reported in the loaded dataset2023

Related Form 5500 pages