How big is Sanchez Wealth Management Group, LLC's plan?

Sanchez Wealth Management Group, LLC's plan reported $2.2M in assets and 6 participants for 2025.

Original filing (PDF)20260316080044NAL0000965139001

Sanchez Wealth Management Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Sanchez Wealth Management 401(k) Profit Sharing Plan

401(k) retirement plan · Sanchez Wealth Management Group, LLC's Sanchez Wealth Management 401(k) Profit Sharing Plan held $2.2M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Sanchez Wealth Management Group, LLC's EIN is 27-2087535.

EIN 27-2087535

Plan number 001

Plan year 2025

ACK ID 20260316080044NAL0000965139001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Sanchez Wealth Management Group, 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 SANCHEZ WEALTH MANAGEMENT GROUP, 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