P 401(k) Plan Report

Stable plan record

KIVI FINANCIAL GROUP RETIREMENT PLAN

Sponsored by WATERS & ROOSILD, LLC · EIN/PN 721591130-001

Selected filing history

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

Employer money per active participant
2025
$2,645
Administrative cost per participant
2025
$682
Active participants
2025
4
Total plan assets
2025
$604,396
Participant loans as a share of assets
2025
6.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260716112126NAL00043066090014$2,645
Public filing identifier

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