P 401(k) Plan Report

Stable plan record

SARD WEALTH MANAGEMENT GROUP, LLC 401(K) P/S PLAN

Sponsored by SARD WEALTH MANAGEMENT GROUP, LLC · EIN/PN 900956053-001

Selected filing history

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

Employer money per active participant
2025
$20,987
Administrative cost per participant
2025
Not reported
Active participants
2025
3
Total plan assets
2025
$2,113,517
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260511113939NAL00052734430013$20,987
Public filing identifier

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