P 401(k) Plan Report

Stable plan record

SENDERO WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN

Sponsored by SENDERO WEALTH MANAGEMENT, LLC · EIN/PN 260347983-002

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$7,200
Administrative cost per participant
2025
$640
Active participants
2025
49
Total plan assets
2025
$13,219,703
Participant loans as a share of assets
2025
1.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260331142736NAL000015136100149$7,200
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.