How big is Sandia Wealth Management, LLC's plan?

Sandia Wealth Management, LLC's plan reported $746K in assets and 4 participants for 2025.

Original filing (PDF)20260120100122NAL0003319104001

Sandia Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Sandia Wealth Management 401(k) Plan

401(k) retirement plan · Sandia Wealth Management, LLC's Sandia Wealth Management 401(k) Plan held $746K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$746K

Net assets (EOY)

$746K

People on this filing

Peter Lehrman signed Sandia Wealth Management, LLC's 2025 Form 5500 as plan administrator.

Peter Lehrman — 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

Sandia Wealth Management, LLC's EIN is 20-3020238.

EIN 20-3020238

Plan number 001

Plan year 2025

ACK ID 20260120100122NAL0003319104001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Sandia Wealth 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 SANDIA 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score