Plan Snapshot
- Plan Sponsor: Sandra Holding LLC
- Sponsor EIN: 273368055
- Sponsor Address: 500 NORTH MILWAUKEE AVENUE, LIBERTYVILLE, IL, 60048
- Plan Type: 401(k)
- Total Participants: 84
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 84 | $1.4M | $60,061 | $177,377 |
| 2023 | 87 | $1.0M | $55,777 | $160,976 |
| 2022 | 81 | $698,716 | $48,464 | $145,702 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — 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 | $4,797 | $3,923 | $525 | — | — |
| 2023 | $4,215 | $2,640 | $975 | — | — |
| 2022 | $3,438 | $3,438 | — | — | — |