How big is Salzman Financial Management LLC's plan?

Salzman Financial Management LLC's plan reported $181K in assets and 2 participants for 2025.

Original filing (PDF)20260520093336NAL0002254256001

Salzman Financial Management LLC

Name: Salzman Financial Management LLC — Salzman Financial, Form 5500 (2025)
Creator: Salzman Financial Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Salzman Financial Management LLC 401(k) Plan

401(k) retirement plan · Salzman Financial Management LLC's Salzman Financial Management LLC 401(k) Plan held $181K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$181K

Net assets (EOY)

$181K

People on this filing

Peter Salzman signed Salzman Financial Management LLC's 2025 Form 5500 as plan administrator.

Peter Salzman — 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

Salzman Financial Management LLC's EIN is 20-1188689.

EIN 20-1188689

Plan number 001

Plan year 2025

ACK ID 20260520093336NAL0002254256001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Salzman Financial Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Salzman Financial Management LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SALZMAN FINANCIAL 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off