Plan Ledger DOL Form 5500 · updated monthly

Sandhu Management & Investment,401(k)

SANDHU MANAGEMENT & INVESTMENTS, LLC RETIREMENT SAVINGS PLAN · RICHMOND, VA · plan year 2022

Reported admin expense ratio · 2022
0.17%

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

Sandhu Management & Investment, reported $2,195 in plan administrative expenses for 2022: 0.17% of average plan assets, below the peer median. Employer contributions averaged $586 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Virginia (2,158th of 2,266), and 1,668th of 2,240 in accommodation & food services. In 2022, employees put in $1.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,183,325
Participants with balances70
Active participants136
Employer contributions$79,727
Employee contributions$139,331
Employer contribution per active participant$586
Average account balance$16,905
Benefits paid to participants$137,717
Plan auditUnmodified (clean) audit opinion
AuditorMEADOWS URQUHART ACREE & COOK L
The Sandhu Management & Investment, 401(k) match · 2022
Employer contribution per active participant$586
Median for plans this size$1,114

Sandhu Management & Investment,'s 2022 employer contribution ran below the $1,114 median for plans its size. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$2,195 · 0.17%
Similar plansAccommodation & Food Services · Virginia
Mdt, LLC VA$1.7M · 0.94%
Ncc Ee ,LLC VA$1.5M · 0.48%
Belle Holdings Inc. VA$1.0M · 0.13%
Sandpiper Property Mgt VA$800K · 3.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760525646 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.