P 401(k) Plan Report

Stable plan record

PARTNERSHIP WEALTH MANAGEMENT 401K PLAN

Sponsored by PARTNERSHIP WEALTH MANAGEMENT, LLC · EIN/PN 510552488-002

Selected filing history

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

Employer money per active participant
2025
$20,758
Administrative cost per participant
2025
$34
Active participants
2025
3
Total plan assets
2025
$1,138,626
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260714162518NAL00022340800013$20,758
Public filing identifier

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