P 401(k) Plan Report

Stable plan record

FINANCIAL PERSPECTIVES, INC. 401(K) PLAN

Sponsored by FINANCIAL PERSPECTIVES, INC. · EIN/PN 202751068-001

Selected filing history

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

Employer money per active participant
2025
$11,286
Administrative cost per participant
2025
Not reported
Active participants
2025
14
Total plan assets
2025
$8,100,022
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260508043323NAL000361289700114$11,286
Public filing identifier

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