How big is Salt Financial Group, LLC's plan?

Salt Financial Group, LLC's plan reported $416K in assets and 5 participants for 2025.

Original filing (PDF)20260414120038NAL0023702946001

Salt Financial Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Salt Financial Group 401(k) Plan

401(k) retirement plan · Salt Financial Group, LLC's Salt Financial Group 401(k) Plan held $416K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$416K

Net assets (EOY)

$416K

People on this filing

Matthew Peterson signed Salt Financial Group, LLC's 2025 Form 5500 as plan administrator.

Matthew Peterson — 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

Salt Financial Group, LLC's EIN is 47-3478629.

EIN 47-3478629

Plan number 001

Plan year 2025

ACK ID 20260414120038NAL0023702946001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Salt Financial 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 SALT FINANCIAL 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