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

Sanchez Wealth Management, LLC's plan reported $406K in assets and 6 participants for 2024.

Original filing (PDF)20250703091024NAL0000948962002

Sanchez Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Sanchez Wealth Management 401(k) Plan

401(k) retirement plan · Sanchez Wealth Management, LLC's Sanchez Wealth Management 401(k) Plan held $406K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$406K

Net assets (EOY)

$406K

People on this filing

JON G. Sanchez signed Sanchez Wealth Management, LLC's 2024 Form 5500 as plan administrator.

JON G. Sanchez — 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

Sanchez Wealth Management, LLC's EIN is 80-0553234.

EIN 80-0553234

Plan number 001

Plan year 2024

ACK ID 20250703091024NAL0000948962002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sanchez Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

SANCHEZ WEALTH MANAGEMENT, LLC

EIN

all filings

Address

9160 DOUBLE DIAMOND PARKWAY · SUITE 100 · RENO, NV · 89521

Phone

(775) 800-1801

Industry

Finance & Insurance

Plan administrator