P 401(k) Plan Report

Stable plan record

HELLER WEALTH MANAGEMENT PROFIT SHARING PLAN

Sponsored by D/B/A HELLER WEALTH MANAGEMENT · EIN/PN 133670118-001

Selected filing history

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

Employer money per active participant
2025
$16,160
Administrative cost per participant
2025
$403
Active participants
2025
5
Total plan assets
2025
$853,247
Participant loans as a share of assets
2025
4.3%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260424100233NAL00093105440015$16,160
Public filing identifier

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