Plan Snapshot
- Plan Sponsor: Sandata Technologies, LLC
- Sponsor EIN: 272047041
- Sponsor Address: 270 DUFFY AVENUE, HICKSVILLE, NY, 11801
- Plan Type: 401(k)
- Total Participants: 202
- Total Assets: $31.6M
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 | 202 | $31.6M | $220,360 | $2.6M |
| 2023 | 265 | $29.7M | $230,777 | $2.9M |
| 2022 | 290 | $25.4M | $249,665 | $2.9M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $59,833 | — | $59,833 |
| COMMONWEALTH FIN'L NETWORK | NONE | $45,660 | — | $45,660 |
| VANGUARD ADVISERS INC. | NONE | $9,016 | — | $9,016 |
| GRASSI & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- COMMONWEALTH FIN'L NETWORK — NONE
- VANGUARD ADVISERS INC. — NONE
- GRASSI & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $114,509
- Estimated Expense Ratio: 0.362% of plan assets
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 | $114,267 | — | — | — | — |
| 2023 | $103,782 | — | — | — | — |
| 2022 | $150,168 | — | — | — | — |