How big is Sandalwood Securities, Inc.'s plan?

Sandalwood Securities, Inc.'s plan reported $1.2M in assets and 10 participants for 2025.

Original filing (PDF)20260305110047NAL0002534675001

Sandalwood Securities, Inc.

Name: Sandalwood Securities, Inc. — Martin J. Gross Cash, Form 5500 (2025)
Creator: Sandalwood Securities, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Martin J. Gross Cash Balance Plan

Defined-benefit pension plan · Sandalwood Securities, Inc.'s Martin J. Gross Cash Balance Plan held $1.2M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Martin J. Gross signed Sandalwood Securities, Inc.'s 2025 Form 5500 as plan administrator.

Martin J. Gross — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sandalwood Securities, Inc.'s EIN is 22-3044848.

EIN 22-3044848

Plan number 002

Plan year 2025

ACK ID 20260305110047NAL0002534675001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sandalwood Securities, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sandalwood Securities, Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SANDALWOOD SECURITIES, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score