P 401(k) Plan Report

Stable plan record

SPURSTONE 401(K) PLAN

Sponsored by SPURSTONE WEALTH MANAGEMENT LLC · EIN/PN 264545691-001

Selected filing history

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

Employer money per active participant
2025
$21,045
Administrative cost per participant
2025
$2,038
Active participants
2025
3
Total plan assets
2025
$865,246
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260713080804NAL00024776510013$21,045
Public filing identifier

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