How big is The SADE Group Private Wealth Management, LLC's plan?

The SADE Group Private Wealth Management, LLC's plan reported $1.4M in assets and 3 participants for 2024.

Original filing (PDF)20250414161159NAL0000900563001

The SADE Group Private Wealth Management, LLC

Name: The SADE Group Private Wealth Management, LLC — Form 5500 Plan 001 (2024)
Creator: The SADE Group Private Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The SADE Group Private Wealth Management 401(k) Plan

401(k) retirement plan · The SADE Group Private Wealth Management, LLC's The SADE Group Private Wealth Management 401(k) Plan held $1.4M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

The SADE Group Private Wealth Management, LLC's EIN is 47-4029686.

EIN 47-4029686

Plan number 001

Plan year 2024

ACK ID 20250414161159NAL0000900563001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The SADE Group Private Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The SADE Group Private Wealth Management, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE SADE GROUP PRIVATE 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