Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SANDERSON WEALTH MANAGEMENT, LLC
EIN 16-1605380investment managementLatest filing 2025
Plans
2
Retirement
2
$12.2M assets
Welfare
0
Participants
50
50 FOUNTAIN PLAZA, SUITE 750 - BUFFALO, NY 14202716-566-2420sandersonllc.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.2M assets / 50 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
SANDERSON WEALTH MANAGEMENT, LLC 401(K) SAVINGS PLAN
401k
Assets$7.0M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SANDERSON & COMPANY PROFIT SHARING PLAN
ProfitSharing
Assets$5.2M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SANDERSON WEALTH MANAGEMENT, LLC 401(K) SAVINGS PLAN | 401k | $7.0M | 25 | 2025 | |
| 001 | SANDERSON & COMPANY PROFIT SHARING PLAN | ProfitSharing | $5.2M | 25 | 2025 |
Retirement plans