Stable plan record

FERO FINANCIAL SERVICES 401(K) PLAN & TRUST

Sponsored by REBEKAH J. FERO, CFP, LLC · EIN/PN 270964577-001

Selected filing history

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

Employer money per active participant
2025
$20,637
Administrative cost per participant
2025
$344
Active participants
2025
3
Total plan assets
2025
$1,910,570
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260709131556NAL00005075690013$20,637
Public filing identifier

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