P 401(k) Plan Report

Stable plan record

MATHESON & ROCK WEALTH MANAGEMENT, LLC 401(K) RETIREMENT PLAN

Sponsored by MATHESON & ROCK WEALTH MANAGMENT, LLC · EIN/PN 364878373-001

Selected filing history

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

Employer money per active participant
2025
$5,763
Administrative cost per participant
2025
$15
Active participants
2025
5
Total plan assets
2025
$1,141,615
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260708112044NAL00351547060015$5,763
Public filing identifier

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