P 401(k) Plan Report

Stable plan record

SHAKESPEARE WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN

Sponsored by SHAKESPEARE WEALTH MANAGEMENT LLC · EIN/PN 391944977-002

Selected filing history

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

Employer money per active participant
2025
$17,634
Administrative cost per participant
2025
$895
Active participants
2025
7
Total plan assets
2025
$5,225,433
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260213172034NAL00017575700017$17,634
Public filing identifier

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