Plan Ledger DOL Form 5500 · updated monthly

Sandalwood Management, Inc.401(k)

SANDALWOOD MANAGEMENT, INC. 401(K) PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.90%

Sandalwood Management, Inc. reported $34,008 in plan administrative expenses for 2024: 0.90% of average plan assets, higher than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.90%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Texas (4,266th of 5,688), and 1,618th of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$4,132,790
Participants with balances258
Active participants204
Employer contributions—
Employee contributions$441,563
Employer contribution per active participant—
Average account balance$16,019
Benefits paid to participants$255,544
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.1M · 258 accts
2023$3.4M · 252 accts
2022$3.8M · 339 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,008
Total administrative$34,008
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$34,008

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$34,008 · 0.90%
2023$32,420 · 0.90%
2022$38,091 · 0.93%
Similar plansReal Estate & Leasing · Texas
Outdoorsy Holdings, Inc. TX$4.7M · 1.42%
Buyers Barricades, Inc. TX$4.7M · 0.34%
Bright Industries, LLC TX$4.2M · 0.67%
Gwr 401(K) Plan TX$4.1M · 0.36%
Lurin Advisors, LLC TX$4.1M · 0.80%
Sync Residential TX$4.0M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742391218 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.