P 401(k) Plan Report

Stable plan record

WILLIAM FIDELI INVESTMENTS 401K RETIREMENT PLAN

Sponsored by WILLIAM FIDELI INVESTMENTS INC · EIN/PN 271273663-001

Selected filing history

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

Employer money per active participant
2025
$4,621
Administrative cost per participant
2025
$206
Active participants
2025
4
Total plan assets
2025
$386,691
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260528150128NAL00109703520014$4,621
Public filing identifier

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