Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SAHAGIAN WEALTH MANAGEMENT INC.
EIN 88-1004916Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
15
500 NORTH FRANKLIN TURNPIKE, SUITE 322 - RAMSEY, NJ 07446201-904-2332
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 15 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#001
SAHAGIAN WEALTH MANAGEMENT INC. 401(K) PLAN
401k
Assets$922K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SAHAGIAN WEALTH MANAGEMENT CASH BALANCE PLAN
CashBalance
Assets$391K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SAHAGIAN WEALTH MANAGEMENT INC. 401(K) PLAN | 401k | $922K | 8 | 2025 | |
| 002 | SAHAGIAN WEALTH MANAGEMENT CASH BALANCE PLAN | CashBalance | $391K | 7 | 2025 |
Retirement plans