P 401(k) Plan Report

Stable plan record

PORTICO WEALTH ADVISORS 401(K) PLAN

Sponsored by PORTICO WEALTH ADVISORS, LLC · EIN/PN 271799818-001

Selected filing history

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

Employer money per active participant
2025
$16,845
Administrative cost per participant
2025
$0
Active participants
2025
4
Total plan assets
2025
$1,283,356
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260520172215NAL00020497130014$16,845
Public filing identifier

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