P 401(k) Plan Report

Stable plan record

WATERSTONE PRIVATE WEALTH MANAGEMENT 401(K) PLAN

Sponsored by WATERSTONE PRIVATE WEALTH MANAGEMENT · EIN/PN 651219221-001

Selected filing history

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

Employer money per active participant
2025
$3,904
Administrative cost per participant
2025
$340
Active participants
2025
5
Total plan assets
2025
$1,284,569
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260625163451NAL00088571530015$3,904
Public filing identifier

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