P 401(k) Plan Report

Stable plan record

SOW 401(K) PLAN

Sponsored by STONE OAK WEALTH MANAGEMENT, LLC · EIN/PN 202153251-002

Selected filing history

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

Employer money per active participant
2025
$4,432
Administrative cost per participant
2025
$82
Active participants
2025
8
Total plan assets
2025
$751,418
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260506165932NAL00020668170028$4,432
Public filing identifier

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