P 401(k) Plan Report

Stable plan record

WEALTHSTREAM ADVISORS, INC. 401(K) SAVINGS PLAN

Sponsored by WEALTHSTREAM ADVISORS, INC. · EIN/PN 201192795-001

Selected filing history

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

Employer money per active participant
2025
$4,409
Administrative cost per participant
2025
$459
Active participants
2025
23
Total plan assets
2025
$4,769,630
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260415074239NAL001956737700223$4,409
Public filing identifier

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