Stable plan record

TIONA FINANCIAL SERVICES, LLC RETIREMENT TRUST

Sponsored by TIONA FINANCIAL SERVICES, LLC · EIN/PN 202084596-001

Selected filing history

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

Employer money per active participant
2025
$9,262
Administrative cost per participant
2025
$202
Active participants
2025
2
Total plan assets
2025
$761,830
Participant loans as a share of assets
2025
0.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260709143615NAL00012261140042$9,262
Public filing identifier

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