P 401(k) Plan Report

Stable plan record

HALL & BURNS WEALTH MANAGEMENT 401(K) PLAN

Sponsored by HALL & BURNS WEALTH MANAGEMENT, LLC · EIN/PN 263263098-001

Selected filing history

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

Employer money per active participant
2025
$7,427
Administrative cost per participant
2025
$189
Active participants
2025
3
Total plan assets
2025
$280,962
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260422220921NAL00022195070013$7,427
Public filing identifier

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