P 401(k) Plan Report

Stable plan record

SCHWARTZ MABRY PRIVATE WEALTH ADVISORY, LLC 401K PLAN

Sponsored by SCHWARTZ MABRY PRIVATE WEALTH ADVISORY, LLC · EIN/PN 270880773-001

Selected filing history

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

Employer money per active participant
2025
$9,439
Administrative cost per participant
2025
$60
Active participants
2025
13
Total plan assets
2025
$1,290,035
Participant loans as a share of assets
2025
0.3%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260224164639NAL000445907400113$9,439
Public filing identifier

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