P 401(k) Plan Report

Stable plan record

INVEST WEST MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by INVEST WEST MANAGEMENT LLC · EIN/PN 204049836-001

Selected filing history

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

Employer money per active participant
2025
$2,035
Administrative cost per participant
2025
$146
Active participants
2025
50
Total plan assets
2025
$1,257,109
Participant loans as a share of assets
2025
0.6%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260522115318NAL000405880000150$2,035
Public filing identifier

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