P 401(k) Plan Report

Stable plan record

XCEPTION ADVISORY GROUP 401(K) PLAN

Sponsored by XCEPTION FAMILY OFFICE HOLDINGS LLC · EIN/PN 412738814-001

Selected filing history

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

Employer money per active participant
2025
$2,857
Administrative cost per participant
2025
$2
Active participants
2025
4
Total plan assets
2025
$955,194
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260527085421NAL00093662560014$2,857
Public filing identifier

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