Stable plan record

CORE WEALTH MANAGEMENT 401(K) PLAN

Sponsored by CORE WEALTH MANAGEMENT · EIN/PN 680544141-001

Selected filing history

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

Employer money per active participant
2025
$12,091
Administrative cost per participant
2025
$307
Active participants
2025
5
Total plan assets
2025
$6,178,956
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260506122649NAL00019257770015$12,091
Public filing identifier

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