How big is Sanger Wealth Management, Inc.'s plan?

Sanger Wealth Management, Inc.'s plan reported $1.7M in assets and 3 participants for 2024.

Original filing (PDF)20250508090935NAL0012014417001

Sanger Wealth Management, Inc.

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

Form 5500-SF

FILING_RECEIVED

Sanger Wealth Management, Inc. 401(k) Plan

401(k) retirement plan · Sanger Wealth Management, Inc.'s Sanger Wealth Management, Inc. 401(k) Plan held $1.7M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Sanger Wealth Management, Inc.'s EIN is 92-2342091.

EIN 92-2342091

Plan number 001

Plan year 2024

ACK ID 20250508090935NAL0012014417001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SANGER WEALTH MANAGEMENT, INC..

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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