Plan Snapshot
- Plan Sponsor: Sandalwood Securities, INC.
- Sponsor EIN: 223044848
- Sponsor Address: 105 EISENHOWER PARKWAY - 2ND FLOOR, ROSELAND, NJ, 07068
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $19.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|
| 2025 | 14 | $19.9M | $705,881 | $54,491 |
| 2024 | 11 | $17.7M | $642,417 | $46,947 |
| 2023 | 11 | $15.0M | $595,096 | $54,568 |
| 2022 | 11 | $13.1M | $557,311 | $53,765 |