P 401(k) Plan Report

Stable plan record

KATIE RILEY INS. & FINANCIAL SRVC, INC 401(K) PLAN

Sponsored by KATIE RILEY INSURANCE AND FINANCIAL SERVICES · EIN/PN 261506389-001

Selected filing history

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

Employer money per active participant
2025
$3,175
Administrative cost per participant
2025
$26
Active participants
2025
3
Total plan assets
2025
$790,138
Participant loans as a share of assets
2025
0.1%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260626095221NAL00095940810013$3,175
Public filing identifier

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