SDI EDUCATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan Contact

  • Address: 1555 W UNIVERSITY DR STE 103,TEMPE,AZ
  • Contact person: DOUGLAS E. FEENEY
  • Phone: (480) 314-2102

Plan General Information

SDI EDUCATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of SDI EDUCATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN is $68,731,309.00.This plan was established in 2018.

SDI EDUCATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in SDI EDUCATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN is 159

SDI EDUCATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for SDI EDUCATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN is $432,272.00

SDI EDUCATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in SDI EDUCATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN is approximately $11,691.00
Investing in this additonal $11,691.00 for 20 years would give you extra $748,265.00, assuming a 10% annual return.

SDI EDUCATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of SDI EDUCATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN is 57.35%.

SDI EDUCATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for SDI EDUCATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN is 54.74%. This measures the effectiveness of the plan participants' investments in the year.

SDI EDUCATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of SDI EDUCATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN is 0.00%.

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