P 401(k) Plan Report

Stable plan record

BARRETTA WELATH MANAGEMENT INC. 401K PLAN QRP

Sponsored by BARRETTA WEALTH MANAGEMENT, INC. · EIN/PN 474473495-001

Selected filing history

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

Employer money per active participant
2025
$20,416
Administrative cost per participant
2025
$1,222
Active participants
2025
2
Total plan assets
2025
$1,122,547
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260702171836NAL00260202900012$20,416
Public filing identifier

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