P 401(k) Plan Report

Stable plan record

DRAKE-KINZER WEALTH MANAGEMENTLLC 401K PSP

Sponsored by DRAKE-KINZER WEALTH MANAGEMENT, LLC · EIN/PN 271982989-001

Selected filing history

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

Employer money per active participant
2025
$11,162
Administrative cost per participant
2025
$647
Active participants
2025
2
Total plan assets
2025
$2,850,701
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260720113530NAL00094550410012$11,162
Public filing identifier

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