Original filing (PDF)20250110113028NAL0028573282001

SANDIA WEALTH MANAGEMENT, LLC

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

Form 5500-SF

FILING_RECEIVED

SANDIA WEALTH MANAGEMENT 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$565K

Net assets (EOY)

$565K

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.
High average account balance (93rd percentile).

Decision-maker contacts

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

Plan sponsor

Name

SANDIA WEALTH MANAGEMENT, LLC

EIN

20-3020238all filings

Address

9201 MONTGOMERY NE SUITE #401 · ALBUQUERQUE, NM · 87111

Phone

(505) 296-1100

Industry

Finance & Insurancesee 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

2025-01-10

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

Related plans

Similar-size Finance & Insurance plans

GIANOLA FINANCIAL PLANNING, LLC

GIANOLA FINANCIAL PLANNING 401(K) PLAN

$565K · 6 participants

REGANO FINANCIAL SERVICES, INC.

REGANO FINANCIAL SERVICES, INC. CASH BALANCE PLAN

$565K · 2 participants

CHRISTIAN FINANCIAL ADVISORS

CHRISTIAN FINANCIAL ADVISORS 401(K) PLAN

$564K · 7 participants

PSFG HOLDINGS INC.

PSFG HOLDINGS INC. 401(K) PLAN

$564K · 2 participants

MONON WEALTH MANAGEMENT

MONON WEALTH MANAGEMENT 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.