P 401(k) Plan Report

Stable plan record

WEALTH REALM LLC 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by WEALTH REALM LLC · EIN/PN 475238239-001

Selected filing history

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

Employer money per active participant
2025
$2,568
Administrative cost per participant
2025
$663
Active participants
2025
3
Total plan assets
2025
$426,912
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260430154239NAL00001027520013$2,568
Public filing identifier

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