Plan Snapshot
- Plan Sponsor: Sandalwood Management, INC.
- Sponsor EIN: 742391218
- Sponsor Address: 500 N. CAPITAL OF TEXAS HIGHWAY, AUSTIN, TX, 78746
- Plan Type: 401(k)
- Total Participants: 204
- Total Assets: $4.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 204 | $4.1M | $0 | $441,563 |
| 2023 | 177 | $3.4M | $0 | $386,629 |
| 2022 | 187 | $3.8M | $0 | $407,119 |
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 |
|---|---|---|---|---|
| WEAVER & TIDWELL, L.L.P. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER & TIDWELL, L.L.P. — 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 | $34,008 | — | $34,008 | — | — |
| 2023 | $32,420 | — | $32,420 | — | — |
| 2022 | $38,091 | — | $27,276 | — | $10,815 |