# Sandalwood Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sandalwood-management-inc-401k-plan-001-1218

> Sandalwood Management, INC.'s 401(k) plan: 204 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/weaver-and-tidwell-llp) — 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|

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