How big is Sammons Wealth Management LLC's plan?

Sammons Wealth Management LLC's plan reported $48K in assets and 2 participants for 2024.

Original filing (PDF)20250724150324NAL0006399696001

Sammons Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

Sammons Wealth Management 401(k) Plan

401(k) retirement plan · Sammons Wealth Management LLC's Sammons Wealth Management 401(k) Plan held $48K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$48K

Net assets (EOY)

$48K

People on this filing

Stephanie Sammons signed Sammons Wealth Management LLC's 2024 Form 5500 as plan administrator.

Stephanie Sammons — 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

Sammons Wealth Management LLC's EIN is 81-4584419.

EIN 81-4584419

Plan number 001

Plan year 2024

ACK ID 20250724150324NAL0006399696001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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