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SANDERSON WEALTH MANAGEMENT, LLC — SANDERSON & COMPANY PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250620112430NAL0003841697001
SANDERSON WEALTH MANAGEMENT, LLC
Form 5500-SF
FILING_RECEIVED
SANDERSON & COMPANY PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
20
Accounts w/ balance
23
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SANDERSON WEALTH MANAGEMENT, LLC
.
Find decision makers
Plan sponsor
Name
SANDERSON WEALTH MANAGEMENT, LLC
EIN
16-1605380
Address
50 FOUNTAIN PLAZA, SUITE 750 · BUFFALO, NY · 14202
Phone
(716) 566-2420
Industry
Finance & Insurance
see 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
2025-06-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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