Sandia Wealth Management LLC
Plan context: Sandia Wealth Management 401(K) Plan
EIN 20-3020238 • Albuquerque, NM • 10 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$746,484
2025 Contributions
$78,217
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $746,484 | $78,217 | $19,554iApproximate average salary by contribution assumption: employee only about $488,856 at 4% or $325,904 at 6%; with 50% employer match about $325,904 at 4% or $217,269 at 6%; with 100% employer match about $244,428 at 4% or $162,952 at 6%. |
| Sandia Wealth Management 401(K) Plan | - | 4 | $746,484 | $78,217 | $19,554iApproximate average salary by contribution assumption: employee only about $488,856 at 4% or $325,904 at 6%; with 50% employer match about $325,904 at 4% or $217,269 at 6%; with 100% employer match about $244,428 at 4% or $162,952 at 6%. |
| 2024 | 1 | 4 | $564,694 | $73,698 | $18,425iApproximate average salary by contribution assumption: employee only about $460,613 at 4% or $307,075 at 6%; with 50% employer match about $307,075 at 4% or $204,717 at 6%; with 100% employer match about $230,306 at 4% or $153,538 at 6%. |
| Sandia Wealth Management 401(K) Plan | - | 4 | $564,694 | $73,698 | $18,425iApproximate average salary by contribution assumption: employee only about $460,613 at 4% or $307,075 at 6%; with 50% employer match about $307,075 at 4% or $204,717 at 6%; with 100% employer match about $230,306 at 4% or $153,538 at 6%. |
| 2023 | 1 | 4 | $432,686 | $70,835 | $17,709iApproximate average salary by contribution assumption: employee only about $442,719 at 4% or $295,146 at 6%; with 50% employer match about $295,146 at 4% or $196,764 at 6%; with 100% employer match about $221,359 at 4% or $147,573 at 6%. |
| Sandia Wealth Management 401(K) Plan | - | 4 | $432,686 | $70,835 | $17,709iApproximate average salary by contribution assumption: employee only about $442,719 at 4% or $295,146 at 6%; with 50% employer match about $295,146 at 4% or $196,764 at 6%; with 100% employer match about $221,359 at 4% or $147,573 at 6%. |
| 2022 | 1 | 3 | $319,030 | $44,839 | $14,946iApproximate average salary by contribution assumption: employee only about $373,658 at 4% or $249,106 at 6%; with 50% employer match about $249,106 at 4% or $166,070 at 6%; with 100% employer match about $186,829 at 4% or $124,553 at 6%. |
| Sandia Wealth Management 401(K) Plan | - | 3 | $319,030 | $44,839 | $14,946iApproximate average salary by contribution assumption: employee only about $373,658 at 4% or $249,106 at 6%; with 50% employer match about $249,106 at 4% or $166,070 at 6%; with 100% employer match about $186,829 at 4% or $124,553 at 6%. |
| 2021 | 1 | 3 | $311,184 | $43,990 | $14,663iApproximate average salary by contribution assumption: employee only about $366,583 at 4% or $244,389 at 6%; with 50% employer match about $244,389 at 4% or $162,926 at 6%; with 100% employer match about $183,292 at 4% or $122,194 at 6%. |
| Sandia Wealth Management 401(K) Plan | - | 3 | $311,184 | $43,990 | $14,663iApproximate average salary by contribution assumption: employee only about $366,583 at 4% or $244,389 at 6%; with 50% employer match about $244,389 at 4% or $162,926 at 6%; with 100% employer match about $183,292 at 4% or $122,194 at 6%. |
| 2020 | 1 | 3 | $234,274 | $43,642 | $14,547iApproximate average salary by contribution assumption: employee only about $363,683 at 4% or $242,456 at 6%; with 50% employer match about $242,456 at 4% or $161,637 at 6%; with 100% employer match about $181,842 at 4% or $121,228 at 6%. |
| Sandia Wealth Management 401(K) Plan | - | 3 | $234,274 | $43,642 | $14,547iApproximate average salary by contribution assumption: employee only about $363,683 at 4% or $242,456 at 6%; with 50% employer match about $242,456 at 4% or $161,637 at 6%; with 100% employer match about $181,842 at 4% or $121,228 at 6%. |
| 2019 | 1 | 3 | $171,898 | $41,775 | $13,925iApproximate average salary by contribution assumption: employee only about $348,125 at 4% or $232,083 at 6%; with 50% employer match about $232,083 at 4% or $154,722 at 6%; with 100% employer match about $174,063 at 4% or $116,042 at 6%. |
| Sandia Wealth Management 401(K) Plan | - | 3 | $171,898 | $41,775 | $13,925iApproximate average salary by contribution assumption: employee only about $348,125 at 4% or $232,083 at 6%; with 50% employer match about $232,083 at 4% or $154,722 at 6%; with 100% employer match about $174,063 at 4% or $116,042 at 6%. |
| 2018 | 1 | 3 | $111,001 | $39,867 | $13,289iApproximate average salary by contribution assumption: employee only about $332,225 at 4% or $221,483 at 6%; with 50% employer match about $221,483 at 4% or $147,656 at 6%; with 100% employer match about $166,113 at 4% or $110,742 at 6%. |
| Sandia Wealth Management 401(K) Plan | - | 3 | $111,001 | $39,867 | $13,289iApproximate average salary by contribution assumption: employee only about $332,225 at 4% or $221,483 at 6%; with 50% employer match about $221,483 at 4% or $147,656 at 6%; with 100% employer match about $166,113 at 4% or $110,742 at 6%. |
| 2017 | 1 | 2 | $78,472 | $36,720 | $18,360iApproximate average salary by contribution assumption: employee only about $459,000 at 4% or $306,000 at 6%; with 50% employer match about $306,000 at 4% or $204,000 at 6%; with 100% employer match about $229,500 at 4% or $153,000 at 6%. |
| Sandia Wealth Management 401(K) Plan | - | 2 | $78,472 | $36,720 | $18,360iApproximate average salary by contribution assumption: employee only about $459,000 at 4% or $306,000 at 6%; with 50% employer match about $306,000 at 4% or $204,000 at 6%; with 100% employer match about $229,500 at 4% or $153,000 at 6%. |
| 2016 | 1 | 2 | $36,461 | $35,229 | $17,615iApproximate average salary by contribution assumption: employee only about $440,363 at 4% or $293,575 at 6%; with 50% employer match about $293,575 at 4% or $195,717 at 6%; with 100% employer match about $220,181 at 4% or $146,788 at 6%. |
| Sandia Wealth Management 401(K) Plan | - | 2 | $36,461 | $35,229 | $17,615iApproximate average salary by contribution assumption: employee only about $440,363 at 4% or $293,575 at 6%; with 50% employer match about $293,575 at 4% or $195,717 at 6%; with 100% employer match about $220,181 at 4% or $146,788 at 6%. |