P 401(k) Plan Report

Stable plan record

LAWRY / DE FREITAS WEALTH MANAGEMENT 401(K) PLAN

Sponsored by LAWRY / DE FREITAS WEALTH MANAGEMENT, LLC · EIN/PN 812087278-001

Selected filing history

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

Employer money per active participant
2025
$33,162
Administrative cost per participant
2025
$1,346
Active participants
2025
3
Total plan assets
2025
$1,068,841
Participant loans as a share of assets
2025
0.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260713111041NAL00000940810023$33,162
Public filing identifier

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