Sandata, Llc 401(k) Salary Savings Plan
Sponsored by Sandata Technologies, Llc · EIN 272047041 · Plan #001
- Total assets
- $31.6M
- Net assets
- $31.6M
- Active participants
- 202
- With balances
- 364
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $59,833 |
| Commonwealth Fin'l Network | Consulting (pension) | $45,660 |
| Vanguard Advisers Inc. | Investment advisory (participants) | $9,016 |