Back to filter
Original filing (PDF)20251010152039NAL0013406784001
SANDATA TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
SANDATA, LLC 401(K) SALARY SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
202
Accounts w/ balance
364
Plan assets (EOY)
$31.6M
Net assets (EOY)
$31.6M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SANDATA TECHNOLOGIES, LLC.
Plan sponsor
Name
SANDATA TECHNOLOGIES, LLC
EIN
27-2047041
Address
270 DUFFY AVENUE · UNIT 266A · HICKSVILLE, NY · 11801
Phone
(516) 484-4400
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
GRASSI & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $60K | — |
| COMMONWEALTH FIN'L NETWORK | 04-2675571 | — | NONE | $46K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $9K | — |
Investments
25 direct securities · 1 pooled fund· $31.4M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$30.7M
25 holdings
Common Collective Trust
$663K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund | — | — | — | $5.3M | 16.8% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $3.4M | 10.7% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $3.3M | 10.4% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $3.0M | 9.6% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $2.8M | 8.8% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $2.5M | 7.9% | |
| Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $2.1M | 6.6% | |
| Vanguard Growth Index Fund Admiral Shares | — | — | — | $2.1M | 6.5% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $1.7M | 5.4% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $1000K | 3.2% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $928K | 2.9% | |
| Vanguard Target Retirement Income | — | — | — | $722K | 2.3% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $663K | 2.1% | |
| Vanguard Total International Stock Index Fund Admiral Shr | — | — | — | $644K | 2.0% | |
| Vanguard Value Index Fund Admiral Shares | — | — | — | $241K | 0.8% | |
| Participant Loans Interest rates from 4.25% - 9.50% $ -0- | — | — | — | $224K | 0.7% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $188K | 0.6% | |
| AQR Capital Management AQR Global Equity Fund; Class R6 | — | — | — | $163K | 0.5% | |
| Vanguard Total International Bond Index Fund Admiral Shr | — | — | — | $116K | 0.4% | |
| Artisan Partners Artisan Global Opportunities Fund; Institutional Class | — | — | — | $85K | 0.3% | |
| Hartford Funds Hartford Schroders US Mid Cap Opportunities Fund; Class SDR | — | — | — | $72K | 0.2% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $56K | 0.2% | |
| PIMCO Income Fund; Institutional Class | — | — | — | $52K | 0.2% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $42K | 0.1% | |
| Parnassus Investments Parnassus Value Equity Fund; Institutional Shares | — | — | — | $35K | 0.1% | |
| Vanguard Federal Money Market Fund | — | — | — | $19K | <0.1% |