How big is SARD Wealth Management Group, LLC's plan?

SARD Wealth Management Group, LLC's plan reported $2.1M in assets and 3 participants for 2025.

Original filing (PDF)20260511113939NAL0005273443001

SARD Wealth Management Group, LLC

Name: SARD Wealth Management Group, LLC — SARD Wealth, Form 5500 (2025)
Creator: SARD Wealth Management Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SARD Wealth Management Group, LLC 401(k) P/S Plan

401(k) retirement plan · SARD Wealth Management Group, LLC's SARD Wealth Management Group, LLC 401(k) P/S Plan held $2.1M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

SARD Wealth Management Group, LLC's EIN is 90-0956053.

EIN 90-0956053

Plan number 001

Plan year 2025

ACK ID 20260511113939NAL0005273443001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for SARD Wealth Management Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

SARD Wealth Management Group, 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 SARD WEALTH MANAGEMENT GROUP, 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