P 401(k) Plan Report

Stable plan record

JOE LUTZ, CFP 401(K) PLAN

Sponsored by JOE LUTZ, CFP · EIN/PN 330847465-001

Selected filing history

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

Employer money per active participant
2025
$15,715
Administrative cost per participant
2025
Not reported
Active participants
2025
3
Total plan assets
2025
$921,858
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260518165402NAL00004373760013$15,715
Public filing identifier

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