Original filing (PDF)20250728133551NAL0003048128001

SANDERSON WEALTH MANAGEMENT, LLC

Name: SANDERSON WEALTH MANAGEMENT, LLC — SANDERSON WEALTH MANAGEMENT, LLC 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: SANDERSON WEALTH MANAGEMENT, LLC

Form 5500

FILING_RECEIVED

SANDERSON WEALTH MANAGEMENT, LLC 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SANDERSON WEALTH MANAGEMENT, LLC.

Plan sponsor

Name

SANDERSON WEALTH MANAGEMENT, LLC

EIN

16-1605380all filings

Address

50 FOUNTAIN PLAZA · SUITE 750 · BUFFALO, NY · 14202

Phone

(716) 566-2420

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

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)

No Schedule C providers reported

Investments

1 pooled fund· $123K

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.