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

Sanders Wealth Management, LLC's plan reported $341K in assets and 9 participants for 2024.

Original filing (PDF)20250626160348NAL0005219395002

Sanders Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Sanders Wealth Management 401(k) Plan

401(k) retirement plan · Sanders Wealth Management, LLC's Sanders Wealth Management 401(k) Plan held $341K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$341K

Net assets (EOY)

$341K

People on this filing

Suzanne Ellis signed Sanders Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Suzanne Ellis — 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

Sanders Wealth Management, LLC's EIN is 82-1481379.

EIN 82-1481379

Plan number 001

Plan year 2024

ACK ID 20250626160348NAL0005219395002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sanders 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 SANDERS 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