P 401(k) Plan Report

Stable plan record

STRATEGIC WEALTH PLANNING, INC. RETIREMENT PLAN

Sponsored by STRATEGIC WEALTH PLANNING, INC. · EIN/PN 203741670-002

Selected filing history

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

Employer money per active participant
2025
$14,840
Administrative cost per participant
2025
$0
Active participants
2025
4
Total plan assets
2025
$1,847,965
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260526090740NAL00125452660014$14,840
Public filing identifier

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