Stable plan record

ANCHOR POINTE WEALTH 401(K) PLAN

Sponsored by ANCHOR POINTE WEALTH MANAGEMENT, LLC · EIN/PN 204846224-001

Selected filing history

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

Employer money per active participant
2025
$7,174
Administrative cost per participant
2025
$765
Active participants
2025
3
Total plan assets
2025
$749,927
Participant loans as a share of assets
2025
0.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260720105254NAL00068552990013$7,174
Public filing identifier

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