P 401(k) Plan Report

Stable plan record

LONE TREE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by LONE TREE WEALTH MANAGEMENT · EIN/PN 475363098-001

Selected filing history

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

Employer money per active participant
2025
$4,182
Administrative cost per participant
2025
$1,021
Active participants
2025
7
Total plan assets
2025
$860,558
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260413142103NAL00181719360017$4,182
Public filing identifier

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