Stable plan record

AMERICAN EXECUTIVE TAX & FINANCIAL SERVICES 401(K) PLAN

Sponsored by AMERICAN EXECUTIVE TAX & FINANCIAL SERVICES · EIN/PN 262464137-001

Selected filing history

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

Employer money per active participant
2025
$3,149
Administrative cost per participant
2025
$189
Active participants
2025
4
Total plan assets
2025
$87,968
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260718153326NAL00076684970074$3,149
Public filing identifier

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