P 401(k) Plan Report
P 401(k) Plan Report

Stable plan record

WMG FINANCIAL ADVISORS, LLC 401(K) PLAN

Sponsored by WMG FINANCIAL ADVISORS, LLC · EIN/PN 201971280-002

Selected filing history

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

Employer money per active participant
2025
$9,077
Administrative cost per participant
2025
$20
Active participants
2025
6
Total plan assets
2025
$1,164,306
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260708130153NAL00163523070016$9,077
Public filing identifier

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