P 401(k) Plan Report

Stable plan record

TRUBEE WEALTH ADVISORS, INC. RETIREMENT PLAN

Sponsored by TRUBEE WEALTH ADVISORS, INC. · EIN/PN 161406627-001

Selected filing history

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

Employer money per active participant
2025
$18,360
Administrative cost per participant
2025
Not reported
Active participants
2025
21
Total plan assets
2025
$24,417,306
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260625100842NAL001508329800221$18,360
Public filing identifier

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