P 401(k) Plan Report

Stable plan record

SECUREBRIDGE WEALTH ADVISORS 401(K) RET PLAN

Sponsored by KASCH, LEVITCH, MCALEER & ASSOCIATES · EIN/PN 223904673-001

Selected filing history

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

Employer money per active participant
2025
$5,747
Administrative cost per participant
2025
$46
Active participants
2025
17
Total plan assets
2025
$7,634,630
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260528112703NAL001073936000117$5,747
Public filing identifier

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