P 401(k) Plan Report

Stable plan record

GRAND WEALTH MANAGEMENT RETIREMENT SAVINGS PLAN

Sponsored by GRAND WEALTH MANAGEMENT, LLC · EIN/PN 201183428-001

Selected filing history

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

Employer money per active participant
2025
$7,672
Administrative cost per participant
2025
$13
Active participants
2025
11
Total plan assets
2025
$5,591,332
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260629113417NAL001044059500111$7,672
Public filing identifier

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