P 401(k) Plan Report

Stable plan record

PACTOLUS PRIVATE WEALTH MANAGEMENT 401(K) PLAN

Sponsored by PACTOLUS PRIVATE WEALTH MANAGEME · EIN/PN 273438661-001

Selected filing history

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

Employer money per active participant
2025
$8,064
Administrative cost per participant
2025
$473
Active participants
2025
16
Total plan assets
2025
$2,315,730
Participant loans as a share of assets
2025
1.3%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260526100432NAL000656032300116$8,064
Public filing identifier

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