Plan Snapshot
- Plan Sponsor: Sanctuary Wealth Group, LLC
- Sponsor EIN: 472336833
- Sponsor Address: 3815 RIVER CROSSING PKWY, SUITE 200, INDIANAPOLIS, IN, 46240
- Plan Type: 401(k)
- Total Participants: 143
- Total Assets: $19.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 143 | $19.9M | $369,469 | $1.6M |
| 2023 | 134 | $19.2M | $378,779 | $1.5M |
| 2022 | 133 | $16.0M | $400,204 | $1.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FGMK LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FGMK LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $5,377 | — | $5,377 | — | — |
| 2023 | $8,112 | — | $8,112 | — | — |
| 2022 | $4,427 | — | $4,427 | — | — |