P 401(k) Plan Report

Stable plan record

STEIN WEALTH ADVISORS, LLC 401(K) PLAN

Sponsored by STEIN WEALTH ADVISORS, LLC · EIN/PN 800373188-001

Selected filing history

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

Employer money per active participant
2025
$4,433
Administrative cost per participant
2025
$195
Active participants
2025
4
Total plan assets
2025
$802,052
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260722095641NAL00093207710014$4,433
Public filing identifier

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