P 401(k) Plan Report

Stable plan record

WEALTHCREST FINANCIAL SERVICES, LLC 401(K) PLAN

Sponsored by WEALTHCREST FINANCIAL SERVICES, LLC · EIN/PN 200856620-001

Selected filing history

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

Employer money per active participant
2025
$24,886
Administrative cost per participant
2025
$484
Active participants
2025
4
Total plan assets
2025
$2,124,022
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260612114540NAL00193116020014$24,886
Public filing identifier

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