Stable plan record

PM INVESTMENT RETIREMENT PLAN & TRUST

Sponsored by CHAD C. PERRY, DDS, PLLC · EIN/PN 203602276-001

Selected filing history

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

Employer money per active participant
2025
$7,229
Administrative cost per participant
2025
$876
Active participants
2025
9
Total plan assets
2025
$1,574,389
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260707102847NAL00194385130019$7,229
Public filing identifier

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