Plan Ledger DOL Form 5500 · updated monthly

Sandata Technologies, LLC401(k)

SANDATA, LLC 401(K) SALARY SAVINGS PLAN · HICKSVILLE, NY · plan year 2024

Reported admin expense ratio · 2024
0.37%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Sandata Technologies, LLC reported $114,267 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $1,091 per active participant. 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 2 years on file its reported administrative ratio fell from 0.54% to 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,882nd-largest of 5,648 plans among New York employers on file, and the 3,999th of 11,654 in professional & technical services. In 2024, employees put in $11.97 for every $1.00 the employer contributed; active participation has shrunk from 290 to 202 since 2022.

Plan summary
Net assets, end of year$31,601,140
Participants with balances364
Active participants202
Employer contributions$220,360
Employee contributions$2,637,621
Employer contribution per active participant$1,091
Average account balance$86,816
Benefits paid to participants$4,950,404
Plan auditUnmodified (clean) audit opinion
AuditorGRASSI & CO.
Plan history3
Yearassets · accounts · employer contribution
2024$31.6M · 364 accts · $220K emplr
2023$29.7M · 430 accts · $231K emplr
2022$25.4M · 408 accts · $250K emplr
The Sandata Technologies, LLC 401(k) match · 2024
Employer contribution per active participant$1,091
Median for plans this size$2,416
2024$1,091 per active participant
2023$871 per active participant
2022$861 per active participant

Sandata Technologies, LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

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 · 20243
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$59,833
COMMONWEALTH FIN'L NETWORK · Pension consulting$45,660
VANGUARD ADVISERS INC. · Investment advisory (participants)$9,016

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$114,267 · 0.37%
2023$103,782 · 0.38%
2022$150,168 · 0.54%
Same employer
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Ladas & Parry NY$33.2M · 0.02%
Movable Inc. NY$31.9M · 0.20%
G & S Communications Inc. NY$31.6M · 0.33%
Exiger, LLC NY$31.3M · 0.04%
Adtheorent Inc NY$31.3M · 0.01%
Anteriad, LLC NY$31.3M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 272047041 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.