P 401(k) Plan Report

Stable plan record

SHAYNE LESTER, CFP SAFE HARBOR 401(K) PLAN

Sponsored by SHAYNE LESTER, CFP DBA PARTNERS IN PLANNING FINANCIAL SERVICES · EIN/PN 200477448-001

Selected filing history

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

Employer money per active participant
2025
$12,035
Administrative cost per participant
2025
$224
Active participants
2025
6
Total plan assets
2025
$648,982
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260526095557NAL00065485470016$12,035
Public filing identifier

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