P 401(k) Plan Report

Stable plan record

THE CHANGE ADVISORY GROUP, LLC RETIREMENT TRUST

Sponsored by THE CHANGE ADVISORY GROUP, LLC · EIN/PN 274256920-001

Selected filing history

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

Employer money per active participant
2025
$10,117
Administrative cost per participant
2025
$117
Active participants
2025
3
Total plan assets
2025
$200,359
Participant loans as a share of assets
2025
0.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260707163148NAL00328544180023$10,117
Public filing identifier

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