P 401(k) Plan Report

Stable plan record

HARWOOD WEALTH MANAGEMENT

Sponsored by HARWOOD FINANCIAL SERVICES, LLC · EIN/PN 300146864-002

Selected filing history

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

Employer money per active participant
2025
$3,629
Administrative cost per participant
2025
$375
Active participants
2025
3
Total plan assets
2025
$175,923
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260629100645NAL00115786730013$3,629
Public filing identifier

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