P 401(k) Plan Report

Stable plan record

CONCENTRIC WEALTH MANAGEMENT LLC RETIREMENT TRUST

Sponsored by CONCENTRIC WEALTH MANAGEMENT LLC · EIN/PN 262322896-001

Selected filing history

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

Employer money per active participant
2025
$79,953
Administrative cost per participant
2025
$400
Active participants
2025
2
Total plan assets
2025
$2,059,594
Participant loans as a share of assets
2025
0.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260608232001NAL00033071370012$79,953
Public filing identifier

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