P 401(k) Plan Report

Stable plan record

MERTZ WEALTH STRATEGIES 401K

Sponsored by MERTZ WEALTH STRATEGIES, INC. · EIN/PN 411988306-003

Selected filing history

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

Employer money per active participant
2025
$34,604
Administrative cost per participant
2025
$20
Active participants
2025
3
Total plan assets
2025
$5,606,424
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260331181924NAL00007305940013$34,604
Public filing identifier

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