P 401(k) Plan Report

Stable plan record

THE ADVISORYONE GROUP, LLC 401(K) PLAN AND TRUST

Sponsored by THE ADVISORYONE GROUP, LLC · EIN/PN 364948543-001

Selected filing history

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

Employer money per active participant
2025
$10,420
Administrative cost per participant
2025
$125
Active participants
2025
11
Total plan assets
2025
$2,503,986
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260714161916NAL000237603200111$10,420
Public filing identifier

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