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SAPERE WEALTH MANAGEMENT, LLC — SAPERE WEALTH MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251001100321NAL0017656115001
SAPERE WEALTH MANAGEMENT, LLC
Form 5500-SF
FILING_RECEIVED
SAPERE WEALTH MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Active participants
5
Accounts w/ balance
—
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
75
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SAPERE WEALTH MANAGEMENT, LLC
.
Find decision makers
Plan sponsor
Name
SAPERE WEALTH MANAGEMENT, LLC
EIN
75-3034557
Address
130 MATTHEWS STATION STREET, STE. 2 · MATTHEWS, NC · 281056712
Phone
(704) 321-5244
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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