P 401(k) Plan Report

Stable plan record

ROSS F. MONGIARDO, CFP, CLU, CHFC RETIREMENT PLAN

Sponsored by ROSS F. MONGIARDO, CFP, CLU, CHFC · EIN/PN 113093705-001

Selected filing history

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

Employer money per active participant
2025
$7,828
Administrative cost per participant
2025
Not reported
Active participants
2025
4
Total plan assets
2025
$2,267,791
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260514125554NAL00107129120014$7,828
Public filing identifier

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