P 401(k) Plan Report

Stable plan record

C.W. O'CONNER WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN

Sponsored by C.W. O'CONNER WEALTH ADVISORS, INC. · EIN/PN 582144304-001

Selected filing history

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

Employer money per active participant
2025
$16,660
Administrative cost per participant
2025
Not reported
Active participants
2025
3
Total plan assets
2025
$1,150,854
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260501161826NAL00009204030013$16,660
Public filing identifier

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