P 401(k) Plan Report

Stable plan record

WALLACE ADVISORY GROUP, LLC 401(K) SAVINGS PLAN

Sponsored by WALLACE ADVISORY GROUP, LLC · EIN/PN 474712590-001

Selected filing history

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

Employer money per active participant
2025
$20,443
Administrative cost per participant
2025
$0
Active participants
2025
3
Total plan assets
2025
$565,057
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260427130539NAL00134838880013$20,443
Public filing identifier

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