Original filing (PDF)20251020122140NAL0000653041001

Sanctuary Wealth Management, LLC

Name: Sanctuary Wealth Management, LLC — Sanctuary Wealth, Form 5500 (2024)
Creator: Sanctuary Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sanctuary Wealth Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Sanctuary Wealth Management, LLC's Sanctuary Wealth Management, LLC 401(k) Profit Sharing Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Clay Esplin signed Sanctuary Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Clay Esplin — 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

Sanctuary Wealth Management, LLC's EIN is 20-0446664.

EIN 20-0446664

Plan number 001

Plan year 2024

ACK ID 20251020122140NAL0000653041001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sanctuary Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sanctuary Wealth Management, LLC'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 SANCTUARY WEALTH MANAGEMENT, LLC.

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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