P 401(k) Plan Report

Stable plan record

AIS PLANNING 401(K) PROFIT SHARING PLAN

Sponsored by ACCREDITED INVESTOR SERVICES, LLC DBA AIS PLANNING · EIN/PN 813320514-001

Selected filing history

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

Employer money per active participant
2025
$11,626
Administrative cost per participant
2025
$724
Active participants
2025
11
Total plan assets
2025
$6,367,185
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260605174556NAL000169057900111$11,626
Public filing identifier

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