How big is Sanden, Inc.'s plan?

Sanden, Inc.'s plan reported $1.7M in assets and 98 participants for 2024.

Original filing (PDF)20251014103203NAL0003669728002

Sanden, Inc.

Name: Sanden, Inc. — Sanden 401(k) Plan, Form 5500 (2024)
Creator: Sanden, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Sanden 401(k) Plan

401(k) retirement plan · Sanden, Inc.'s Sanden 401(k) Plan held $1.7M in plan assets for 98 participants in 2024, with Empower as recordkeeper.

Signals · 1

29% employer stock

Active participants

Accounts w/ balance

113

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Sanden, Inc.'s EIN is 61-1316269.

EIN 61-1316269

Plan number 001

Plan year 2024

ACK ID 20251014103203NAL0003669728002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sanden, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sanden, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

2 pooled trusts

Schedule D

19 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (95th percentile).

Plan sponsor

Name

SANDEN, INC.

EIN

all filings

Address

117 HOLLAND PARK PL · LOUISVILLE, KY · 40245

Phone

(502) 292-0489

Industry

Other Services (ex. Public Admin)

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS CO OF AMERICA	—	—	RECORDKEEPER	$900	—
EMPOWER ADVISORY GROUP, LLC	—	—	INVESTMENT MGMT	$222	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CENTERLINE WEALTH ADVISORS

Investments

19 direct securities · 2 pooled funds· $3.2M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$1.6M

2 holdings

Mutual Funds

$1.1M

14 holdings

Common Stocks

$452K

5 holdings

					% of plan
HARTFORD ADVANTAGE TK2 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000	Pooled Separate Account	—	—	$1.1M	65.5%
SEPARATE ACCOUNT K2 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000	Pooled Separate Account	—	—	$452K	26.3%
Empower Annuity Insurance Company of America Pooled Separate - American Funds Growth Fund of America R3	Mutual Funds	—	—	$394K	22.9%
Empower Annuity Insurance Company of America Pooled Separate - The Hartford Disciplined Equity HLS	Common Stocks	—	—	$224K	13.0%
Empower Annuity Insurance Company of America Pooled Separate - American Funds Capital World Growth Income R3	Mutual Funds	—	—	$165K	9.6%
Empower Annuity Insurance Company of America Pooled Separate - American Funds American Balanced R3	Mutual Funds	—	—	$143K	8.3%
Empower Annuity Insurance Company of America Pooled Separate - American Funds Europacific Growth R3	Mutual Funds	—	—	$131K	7.6%
Empower Annuity Insurance Company of America Pooled Separate - The Hartford Dividend and Growth	Common Stocks	—	—	$96K	5.6%
Empower Annuity Insurance Company of America Pooled Separate - American Funds Bond Fund of America R3	Mutual Funds	—	—	$94K	5.5%
Investments - * Empower Annuity Insurance Company of America Pooled Separate - American Funds American Mutual R3	Mutual Funds	—	—	$91K	5.3%
Empower Annuity Insurance Company of America Pooled Separate - The Hartford Small Cap Growth	Common Stocks	—	—	$82K	4.8%
Empower Annuity Insurance Company of America Pooled Separate - American Funds Investment Co of America R3	Mutual Funds	—	—	$65K	3.8%
Empower Annuity Insurance Company of America Pooled Separate - The Hartford Total Return Bond	Common Stocks	—	—	$39K	2.3%
Empower Annuity Insurance Company of America Pooled Separate - Oppenheimer Main Street Select A	Mutual Funds	—	—	$28K	1.6%
Empower Annuity Insurance Company of America Pooled Separate - The Hartford Balanced HLS	Common Stocks	—	—	$11K	0.7%
Empower Annuity Insurance Company of America Pooled Separate - American Funds 2060 Target Date Retirement R3	Mutual Funds	—	—	$6K	0.4%
Empower Annuity Insurance Company of America Pooled Separate - American Funds 2065 Target Date Retirement R4	Mutual Funds	—	—	$4K	0.2%
Empower Annuity Insurance Company of America Pooled Separate - American Funds 2045 Target Date Retirement R3	Mutual Funds	—	—	$3K	0.2%
Empower Annuity Insurance Company of America Pooled Separate - American Funds 2055 Target Date Retirement R3	Mutual Funds	—	—	$2K	<0.1%
Empower Annuity Insurance Company of America Pooled Separate - American Funds 2025 Target Date Retirement R3	Mutual Funds	—	—	$1K	<0.1%
Empower Annuity Insurance Company of America Pooled Separate - American Funds 2050 Target Date Retirement R3	Mutual Funds	—	—	$1K	<0.1%