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

Sawston Wealth Management, LLC's plan reported $87K in assets and 3 participants for 2025.

Original filing (PDF)20260325171426NAL0002388835001

Sawston Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Sawston Wealth Management LLC 401(k) Plan

401(k) retirement plan · Sawston Wealth Management, LLC's Sawston Wealth Management LLC 401(k) Plan held $87K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$87K

Net assets (EOY)

$87K

Plan identifiers

Sawston Wealth Management, LLC's EIN is 47-4769026.

EIN 47-4769026

Plan number 001

Plan year 2025

ACK ID 20260325171426NAL0002388835001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Sawston 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 SAWSTON 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

Knocking points off