Civic Intelligence

SENDERO WEALTH MANAGEMENT, LLC

Plan context: SENDERO WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN

EIN 26-0347983 • San Antonio, TX • 9 filings • 1 plans

250 W. Nottingham Suite 300San Antonio, TX 78209
Current Snapshot

Latest Year

2025

2025 Participants

55

2025 Assets

$13,219,703

2025 Contributions

$921,370

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$13,219,703$6,609,852$0201720212025YearValue
$13,219,703Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

55280201720212025YearValue
55Latest year 2025

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025155$13,219,703$921,370$16,752iApproximate average salary by contribution assumption: employee only about $418,805 at 4% or $279,203 at 6%; with 50% employer match about $279,203 at 4% or $186,135 at 6%; with 100% employer match about $209,402 at 4% or $139,602 at 6%.
SENDERO WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN-55$13,219,703$921,370$16,752iApproximate average salary by contribution assumption: employee only about $418,805 at 4% or $279,203 at 6%; with 50% employer match about $279,203 at 4% or $186,135 at 6%; with 100% employer match about $209,402 at 4% or $139,602 at 6%.
2024149$10,630,595$2,571,514$52,480iApproximate average salary by contribution assumption: employee only about $1,311,997 at 4% or $874,665 at 6%; with 50% employer match about $874,665 at 4% or $583,110 at 6%; with 100% employer match about $655,998 at 4% or $437,332 at 6%.
SENDERO WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN-49$10,630,595$2,571,514$52,480iApproximate average salary by contribution assumption: employee only about $1,311,997 at 4% or $874,665 at 6%; with 50% employer match about $874,665 at 4% or $583,110 at 6%; with 100% employer match about $655,998 at 4% or $437,332 at 6%.
2023143$8,159,701$697,736$16,226iApproximate average salary by contribution assumption: employee only about $405,660 at 4% or $270,440 at 6%; with 50% employer match about $270,440 at 4% or $180,294 at 6%; with 100% employer match about $202,830 at 4% or $135,220 at 6%.
SENDERO WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN-43$8,159,701$697,736$16,226iApproximate average salary by contribution assumption: employee only about $405,660 at 4% or $270,440 at 6%; with 50% employer match about $270,440 at 4% or $180,294 at 6%; with 100% employer match about $202,830 at 4% or $135,220 at 6%.
2022135$6,360,724$568,824$16,252iApproximate average salary by contribution assumption: employee only about $406,303 at 4% or $270,869 at 6%; with 50% employer match about $270,869 at 4% or $180,579 at 6%; with 100% employer match about $203,151 at 4% or $135,434 at 6%.
SENDERO WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN-35$6,360,724$568,824$16,252iApproximate average salary by contribution assumption: employee only about $406,303 at 4% or $270,869 at 6%; with 50% employer match about $270,869 at 4% or $180,579 at 6%; with 100% employer match about $203,151 at 4% or $135,434 at 6%.
2021135$7,108,193$489,720$13,992iApproximate average salary by contribution assumption: employee only about $349,800 at 4% or $233,200 at 6%; with 50% employer match about $233,200 at 4% or $155,467 at 6%; with 100% employer match about $174,900 at 4% or $116,600 at 6%.
SENDERO WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN-35$7,108,193$489,720$13,992iApproximate average salary by contribution assumption: employee only about $349,800 at 4% or $233,200 at 6%; with 50% employer match about $233,200 at 4% or $155,467 at 6%; with 100% employer match about $174,900 at 4% or $116,600 at 6%.
2020136$6,382,410$455,278$12,647iApproximate average salary by contribution assumption: employee only about $316,165 at 4% or $210,777 at 6%; with 50% employer match about $210,777 at 4% or $140,518 at 6%; with 100% employer match about $158,083 at 4% or $105,388 at 6%.
SENDERO WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN-36$6,382,410$455,278$12,647iApproximate average salary by contribution assumption: employee only about $316,165 at 4% or $210,777 at 6%; with 50% employer match about $210,777 at 4% or $140,518 at 6%; with 100% employer match about $158,083 at 4% or $105,388 at 6%.
2019135$5,145,926$416,887$11,911iApproximate average salary by contribution assumption: employee only about $297,776 at 4% or $198,518 at 6%; with 50% employer match about $198,518 at 4% or $132,345 at 6%; with 100% employer match about $148,888 at 4% or $99,259 at 6%.
SENDERO WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN-35$5,145,926$416,887$11,911iApproximate average salary by contribution assumption: employee only about $297,776 at 4% or $198,518 at 6%; with 50% employer match about $198,518 at 4% or $132,345 at 6%; with 100% employer match about $148,888 at 4% or $99,259 at 6%.
2018135$4,362,639$446,274$12,751iApproximate average salary by contribution assumption: employee only about $318,767 at 4% or $212,511 at 6%; with 50% employer match about $212,511 at 4% or $141,674 at 6%; with 100% employer match about $159,384 at 4% or $106,256 at 6%.
SENDERO WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN-35$4,362,639$446,274$12,751iApproximate average salary by contribution assumption: employee only about $318,767 at 4% or $212,511 at 6%; with 50% employer match about $212,511 at 4% or $141,674 at 6%; with 100% employer match about $159,384 at 4% or $106,256 at 6%.
2017134$4,324,632$291,055$8,560iApproximate average salary by contribution assumption: employee only about $214,011 at 4% or $142,674 at 6%; with 50% employer match about $142,674 at 4% or $95,116 at 6%; with 100% employer match about $107,006 at 4% or $71,337 at 6%.
SENDERO WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN-34$4,324,632$291,055$8,560iApproximate average salary by contribution assumption: employee only about $214,011 at 4% or $142,674 at 6%; with 50% employer match about $142,674 at 4% or $95,116 at 6%; with 100% employer match about $107,006 at 4% or $71,337 at 6%.