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

Sapphire Wealth Management, LLC's plan reported $634K in assets and 3 participants for 2024.

Original filing (PDF)20250515133621NAL0019662353001

Sapphire Wealth Management, LLC

Name: Sapphire Wealth Management, LLC — Sapphire Wealth, Form 5500 (2024)
Creator: Sapphire Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sapphire Wealth Management, LLC Defined Benefit Plan

Defined-benefit pension plan · Sapphire Wealth Management, LLC's Sapphire Wealth Management, LLC Defined Benefit Plan held $634K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$634K

Net assets (EOY)

$634K

People on this filing

Douglas Howes signed Sapphire Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Douglas Howes — 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

Sapphire Wealth Management, LLC's EIN is 61-1489310.

EIN 61-1489310

Plan number 002

Plan year 2024

ACK ID 20250515133621NAL0019662353001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sapphire Wealth Management, LLC's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAPPHIRE 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score