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

Sendero Wealth Management, LLC's plan reported $13.2M in assets and 49 participants for 2025.

Original filing (PDF)20260331142736NAL0000151361001

Sendero Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Sendero Wealth Management, LLC Retirement Savings Plan

401(k) retirement plan · Sendero Wealth Management, LLC's Sendero Wealth Management, LLC Retirement Savings Plan held $13.2M in plan assets for 49 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.2M

Net assets (EOY)

$13.2M

People on this filing

TARA Maxwell signed Sendero Wealth Management, LLC's 2025 Form 5500 as plan administrator.

TARA Maxwell — 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

Sendero Wealth Management, LLC's EIN is 26-0347983.

EIN 26-0347983

Plan number 002

Plan year 2025

ACK ID 20260331142736NAL0000151361001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Sendero 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 SENDERO 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