P 401(k) Plan Report

Stable plan record

WHARTON RETIREMENT PLAN

Sponsored by WHARTON INSURANCE AND FINANCIAL SERVICES, INC. · EIN/PN 352144739-001

Selected filing history

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

Employer money per active participant
2025
$2,551
Administrative cost per participant
2025
$520
Active participants
2025
2
Total plan assets
2025
$808,482
Participant loans as a share of assets
2025
1.4%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260715112244NAL00020154910012$2,551
Public filing identifier

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