P 401(k) Plan Report

Stable plan record

TRIVETT WEALTH MANAGEMENT 401(K) PLAN

Sponsored by TRIVETT WEALTH MANAGEMENT · EIN/PN 820607958-001

Selected filing history

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

Employer money per active participant
2025
$8,300
Administrative cost per participant
2025
$800
Active participants
2025
2
Total plan assets
2025
$452,734
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260720091013NAL00092804170012$8,300
Public filing identifier

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