Stable plan record

LYNX INVESTMENT ADVISORY SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST

Sponsored by LYNX INVESTMENT ADVISORY · EIN/PN 522237955-001

Selected filing history

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

Employer money per active participant
2025
$25,559
Administrative cost per participant
2025
$45
Active participants
2025
9
Total plan assets
2025
$9,830,202
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260710100317NAL00012080810019$25,559
Public filing identifier

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