P 401(k) Plan Report

Stable plan record

NVEST WEALTH STRATEGIES INC. 401K PLAN

Sponsored by NVEST WEALTH STRATEGIES, INC. · EIN/PN 204461414-001

Selected filing history

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

Employer money per active participant
2025
$7,732
Administrative cost per participant
2025
Not reported
Active participants
2025
3
Total plan assets
2025
$1,862,717
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260717082713NAL00075547060013$7,732
Public filing identifier

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