# Sanctuary Wealth Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/sanctuary-wealth-group-llc-401k-plan

> Sanctuary Wealth Group, LLC's 401(k) plan: 143 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

## Similar Plans

- [Crea, LLC](https://planprovider.pro/companies/crea-llc-401k-plan) — 145 participants

- [Oxford Financial Group, Ltd.](https://planprovider.pro/companies/oxford-financial-group-ltd-401k-plan) — 181 participants

- [Valeo Financial Advisors, LLC](https://planprovider.pro/companies/valeo-financial-advisors-llc-401k-plan) — 183 participants

- [Central Indiana Community Foundation, INC.](https://planprovider.pro/companies/central-indiana-community-foundation-inc-403b-plan) — 86 participants

- [Sym Financial Corporation](https://planprovider.pro/companies/sym-financial-corporation-401k-plan) — 73 participants

- [Indiana Trust And Investment Management Company](https://planprovider.pro/companies/indiana-trust-and-investment-management-company-plan) — 37 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sanctuary-wealth-group-llc-401k-plan)

© 2026 PlanProvider.Pro