P 401(k) Plan Report

Stable plan record

WF STEVENS FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by WF STEVENS FINANCIAL ADVISORS · EIN/PN 200411628-001

Selected filing history

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

Employer money per active participant
2025
$2,444
Administrative cost per participant
2025
$182
Active participants
2025
5
Total plan assets
2025
$256,441
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260413102126NAL00297914580015$2,444
Public filing identifier

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