# Sandata Technologies, LLC 401(k) Plan
Source: https://planprovider.pro/companies/sandata-technologies-llc-401k-plan

> Sandata Technologies, LLC's 401(k) plan: 202 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [COMMONWEALTH FIN'L NETWORK](https://planprovider.pro/provider/commonwealth-financial-network) — NONE

- [VANGUARD ADVISERS INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [GRASSI & CO.](https://planprovider.pro/provider/grassi-and-co-cpas-pc) — 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|—|—|—|—|

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