P 401(k) Plan Report

Stable plan record

BURGDORF & ASSOCIATES WEALTH MANAGERS, INC. 401(K) PLAN

Sponsored by BURGDORF & ASSOCIATES WEALTH MANAGERS, INC. · EIN/PN 371292545-001

Selected filing history

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

Employer money per active participant
2025
$14,437
Administrative cost per participant
2025
$19
Active participants
2025
6
Total plan assets
2025
$1,432,663
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260709162300NAL00004073470016$14,437
Public filing identifier

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